Paraplanner/ Trainee Paraplanner
We are working with a privately owned wealth management firm, who provide independent financial advice to both private and corporate clients. This firm and has a strong relationship focussed culture, with a loyal and long standing client bank. Due to growth, they are looking to hire a Paraplanner to join their centralised support team. The role involves research, report preparation and preparing suitability letters for the advisors. This firm also has a great history of developing staff internally to become Financial Advisors, if they show a desire to do so.
A successful applicant is likely to have a background in research or administration within the financial service sector, and be level 4 or working towards that qualification.