PARAPLANNER | ref.MF615
Our client is currently seeking an experienced Paraplanner to join their busy team on a permanent basis.
The role holder will work closely with Financial Advisors and Wealth Managers. Key responsibilities will include compiling reports and letters, providing technical support to other members of the team and conducting fund research.
The successful candidate will have previous experience working as a Paraplanner within a wealth management environment. Good knowledge of financial services products, a natural aptitude for figures and confidence engaging with advisors.
To discuss this role further please email your CV to firstname.lastname@example.org or call us on 01624 698900, quoting reference MF615.