Are you a paraplanner with an extensive background in wealth management supporting Advisers on clients’ pensions, protections, investments and tax planning? My client is an innovate Wealth Management organisation t Financial Advisory firms (IFA). They have an excellent reputation providing very solid financial advice to Hertfordshire based private clients ranging from £500k up to £1.5m.
You will be working on all technical aspects of paraplanning. You will take a leading role in managing the production of reports and letters for clients, undertaking analysis of clients’ needs and wants and help the adviser recommend the best course of action. This firm place great emphasis on the extensive detail in its reports for clients yet still keeping it simple and easy to understand. This role will be suitable for a Paraplanner who is working towards their diploma qualification or has already completed their diploma and has begun their Chartered exams. The firm has taken on some new clients over the last 6 months and they are busier than ever, so will have further needs in the future.
To apply for this role and to have a further discussion about what this opportunity can bring you, please send your full CV and contact details to Sam at Financial Divisions and you will receive a phone call to explore this role further.
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