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Paraplanner - Lincoln

Paraplanner - Lincoln

Posted 4 April by Focus Search and Selection Easy Apply Ended

We are looking for a Paraplanner for our client, an award winning wealth management firm with a reputation for excellence.

As a Paraplanner with our client your main responsibilities will be to work alongside the Wealth Planner and Tax Adviser to deliver financial planning advice, building relationships with clients and producing high quality, accurate reports.

Our client is looking for a candidate with previous experience of writing full financial plans, strong technical knowledge and the ability to operate with high net worth clients. It is essential that you are fully Diploma Level 4 qualified or working towards to be considered for this position.

In return, you will receive an impressive benefits package including unlimited holiday, flexible working, career breaks and social events. Our client offers full support for exams and in-house training as they are serious about developing their staff members.

Don’t delay, apply today!

Due to the overwhelming application response, we received through various sources, should you not hear from us within one week, please assume that your application has been unsuccessful at this time.

Required skills

  • Financial Services
  • Paraplanning

Reference: 34821491

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