Paraplanner

Posted 9 October by MB Fitzgerald
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We are currently working exclusively with a well-established Wealth Management organisation to recruit an experienced Paraplanner. The organisation have multiple offices in the UK although this particular requirement will be based from the Farnham office.

The current requirement is for an experienced Paraplanner to join the organisation to provide technical paraplanning support to the organisations top performing consultant based in Farnham, Surrey.

You will be required to provide support on a daily basis with duties including; providing technical paraplanning support, regularly speaking with clients and brokers over the telephone, attending client meetings when required, working closely with the Adviser to provide holistic advice to a HNW client bank.

You will be supported by an Administrator/Junior Paraplanner who is also based within the office.

This is an excellent opportunity for an experienced candidate who is seeking a rewarding and long-term career within a highly professional organisation.

Reference: 36314089

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