Senior Paraplanner

Posted 20 June by MB Fitzgerald Easy Apply

A leading Wealth Management organisation with offices across the UK currently seeks to recruit an experienced Paraplanner to join their Croydon offices.

You will be working within an established team of Paraplanners that provide technical support to a number of Senior Financial Planners covering the South East of England. You will be a main point of contact for an established HNW client bank therefore enabling the Advisors to concentrate on developing new Business. Other duties will include; report writing, fund research, producing fact finds etc. To be considered for this opportunity you must hold the Diploma in Financial Planning and will ideally be working towards Chartered status.

You will be joining a forward thinking and dynamic organisation that will offer excellent opportunities for progression in the future.

Reference: 31756609

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