We are currently working with a Chartered Wealth Management practice to recruit an experienced Technical Paraplanner. Our client is seeking an experienced Paraplanner/technical or pensions specialist to join their growing team in Wimborne.
As part of the technical Paraplanning team you will be responsible for supporting highly successful Financial Advisers, you will work closely with the IFAs and will be the first point of contact for a strictly HNW client bank. As a result, you should have previous experience working within a similar environment working with this calibre of client.
To be considered you MUST have:
- Experience working within a Paraplanner capacity - ideally working with HNW clients.
- Minimum level 4 qualified
- Any additional exams (especially G60/AF3) would give you a distinct advantage
- Strong pensions and investment knowledge
You will be joining a highly reputable and well-established business where you can have a long-term and profitable career. You will be given full support all market exams and for the right individual you will be given the opportunity to progress into a Management or Advisory capacity.