Paraplanner - HNW Financial Planning firm

Posted 19 October by Blakemore Recruitment
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Our client is a highly respected boutique IFA with a large client high new worth client base. An opportunity has arisen for a Paraplanner to join the existing team due to an increase in business levels and expansion of the back office team.

The role will be to work closely with the IFAs in the team and ensure that you deal with all Paraplanning duties including research and report writing.

The firm is a charterered financial planner and the opportunity will deal with complex financial planning requirements. As such you must be at least diploma qualified and ideally be on the way towards chartered status.

This is a small company where your efforts are rewarded and there will be scope for significant career development.

Required skills

  • Financial Services
  • Investments
  • Management Experience
  • Paraplanning

Reference: 31497788

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