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Paraplanner- Wealth manager- Newbury

Coast Specialist Recruitment
Closing date
17 Jun 2021

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Job Details

Our client, is a reputable and successful HNW firm of Financial Advisers based in beautiful offices in the Newbury area.

They provide financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.

This is a well established business working within a friendly environment. Due to continued growth, the company requires an experienced Paraplanner to join them, working on a one to one basis with an adviser, specialising in pensions and investments.

The job holder will be dealing with research, report writing, recommendations and liaising with clients and providers. This is a busy and responsible role. Candidates must have Paraplanning experience and ideally possess Diploma Level 4 in regulated financial planning (or be close towards it)

Our client will support either a "career paraplanner" or somebody that wishes to progress to advising over time.

This is a full time role offering a long term career path of your choice.

Interviews available immediately, initially via zoom or similar.
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