My client is a successful Wealth Management firm who is seeking an experienced Diploma Qualified Paraplanner to join their Worthing team
Level 4 Diploma Qualified in Financial Planning
Ideally Studying towards Chartered status
Researching and preparing suitability reports for the advisers.
Ideally experience of O&M, Intelligent Office, Dynamic Planner, cash flow modelling software
Strong fund and investment knowledge, experience of IHT products