Our clients are a high profile, successful national financial services business that provides a multitude of financial services including, corporate consultancy, services investment management as well as wealth management. Due to expansion, an opportunity has arisen for a Paraplanner to join the existing private client support team.
The role will be to provide full Paraplanning and technical support to the IFA’s and work along-side the existing support staff. Your duties will include: product research, writing client reports and completing reason why letters.
Candidates must have experience as a Paraplanner dealing with HNW private clients. They must have a minimum of the financial services level 4. This is an great opportunity to join a successful national business with excellent opportunities for career progression.