A leading Wealth Management organisation with offices in Cambridge currently seek to recruit a Paraplanner to join their Wealth Planning team.
As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of Advisers, Paraplanners and Wealth Administrators. Your role will be to provide both the Senior Planners and Directors with paraplanning support on a daily basis.
To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You should have 3 years’ experience as a minimum working within either a Wealth Management or IFA environment.
Candidates should ideally hold their chartered status or advanced diploma although those working towards will also be considered.