This Paraplanner job is available for experienced individuals looking to join a growing wealth planning firm.
You will be joining their experienced support team, including Paraplanners and Administrators, who assist their team of 28 Financial Advisors. The Financial Advisors work with full range of clients, including significant level of HNW clients. Therefore, you should have good knowledge of tax and trusts, as well as experienced in pensions and investments.
You will be providing technical, research and administrative support to the Financial Advisers to develop suitable client recommendations. Also, you will be supporting Financial Advisers in developing and maintaining long term ongoing client relationships.
The business was established over 30 years ago and has grown organically and through acquisitions to now manage over half a billion of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. They have a strong team of likeminded individuals, motivated to closely support their clients with holistic financial planning.
Call us now on 0208 0044 154 or click Apply
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