During a period of exciting change a Wealth Management practice based in the Solent region are recruiting in their team for a Paraplanner. My clients provides independent financial advice to both private and corporate and is proud of the valuable service is received by clients.
As the Paraplanner you will working closely alongside the financial planners, carrying our research and fact finds enabling you to write technical suitability reports.
This role would suit a individual who is client focused, holds the Level 4 Diploma qualified and has been working in a IFA/ Wealth Management practice as a Paraplanner.
This is a fast paced role and my client needs an individual with up to date product knowledge who can hit the ground running. You will show commitment to the role and be proud of the work that you produce.
In return you will receive fantastic corporate benefits including 4% employer contribution plus matching basis, 25 days plus ability to buy and sell, death in service, income protection and private medical. With the advantage of working in a close knit, personal, boutique financial planning personal team.
Please get in touch with Chez Rudiak to discuss a much more detailed job description/ specification.
Chez.firstname.lastname@example.org / 02380828606