We are working with a leading wealth management firm based in Plymouth looking for a Paraplanner to join their business.
Ideally, you will have a wealth of financial services experience, most of which in a paraplanning role, with a minimum of the level 4 diploma.
You will be liaising directly with financial planners and assistants. Your main role will be to research solutions for the clients and draft a clear and effective report presenting recommendations for the client.
You will receive full exam support, a generous basic and company benefits.
For more information on the role and the company please contact Angharad Jones or apply now!
- Wealth Management
Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.Report this job
"Office Assistant jobs in London"
'Saved search name'