The main duties within the role will be to develop on the Paraplanner side and write details reports on behalf of HNW clients on the best financial solutions to their requirements. There will be an opportunity to go and meet with the clients and it will be very much working alongside successful advisers.
To be considered you must be able to demonstrate the following:-
- Working towards the Diploma in Wealth planning
- Currently a Paraplanner or working towards this swiftly
- Currently working within a HNW IFA Practice and carrying out a Trainee Paraplanner role
In return for your exposure there will be an excellent salary and benefits package.
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