Our client are a successful and growing Wealth Management company providing independent advise on all aspects of corporate and personal finance services from a number of locations within Essex and the South East.
They are currently recruiting for an experienced and qualified Paraplanner to work alongside their senior advisor team, to prepare quality whole market reports supporting the recommendations made.
They will require a strong customer focused approach, with a focus on quality and effective communication.
Salary - £35000 – £40000
Prepare compliant reports and create/maintain the report writing/standard wordings library
Review file notes and issue clear instruction of requirements to admin
Carry out all Fund Purchases
Conduct all Annual Reviews