A successful SME Independent Financial Advisers based in The City are currently seeking a diploma qualified Paraplanner to join their team in their centrally based Woking offices. This is an excellent opportunity for someone newly qualified looking to progress their career towards Adviser or a career Paraplanner seeking a stable and flexible working environment.
The firm have 4 Chartered Advisers with a strong support structure and seek a Paraplanner that can work closely with the firm’s Advisers. As a Paraplanner you will be responsible for providing technical and product knowledge across the entire market focusing on investments, trusts, pensions, alternative investments, inheritance tax and retirement planning. You will attend client meetings and produce suitability reports relevant to the client’s requirements.
For immediate consideration please send your CV to John Whitehead at Financial Divisions