£30,000 to £35,000 plus benefits and further exam support
Reward recruitment Limited are working with a highly presitious Wealth Planning firm who have excellent growth plans, including a defined acquisition plan already confirmed for the next 3-5 years. They are currently looking to recruit a number of Paraplanners to support their professional and highly qualified advisors, providing full technical support.
Paraplanning duties will include technical report writing, technical research, financial and investment reviews, cash flow modelling and a high level of client contact including attendance at client meetings. You will provide full support as and when needed to the Independent Financial Advisors.
You will be an experienced Paraplanner within an IFA environment, ideally with Level 4 or good progression towards. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast paced environment.
To apply please send your CV immediately to Stuart at Reward Recruitment or contact him directly for a discreet and confidential chat.
- Cash Flow