We are currently working with a leading Wealth Management business on an exclusive basis to recruit a Technical Paraplanner to join their modern and open plan offices in Fareham. This Wealth Management business is very well respected and forms part of a larger Investment Management organization with a national presence. This role will be working on a one to one basis with one of the companies leading Advisers, therefore experience within a similar role is a must. You should have experience dealing with HNW clients, report writing, research, producing fact-finds and from time to time attending client meetings. This role will be extremely sought after and therefore all applicants will have an in depth knowledge of the market and will ideally be Level 4 qualified. You will be given opportunities to progress within the business as well as develop your Wealth Management knowledge & skills. Excellent Bonus and Benefits will also be offered with this package.
- Paraplanner or Paraplanning or Wealth Management or Financial Planning