Our clients are a high profile, successful Chartered financial services business that provides a wealth management service to existing clients. 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 chartered Financial Planners 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. This is an great opportunity to join a successful business with excellent opportunities for career progression.