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Bishop's Stortford
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PARAPLANNER - Bishops Stortford - To c £40k, excellent opportunity to develop technical skills,

PARAPLANNER - Bishops Stortford - To c £40k, excellent opportunity to develop technical skills,

Financial Divisions

Posted 4 days ago, valid for a month

Bishop's Stortford, Essex CM22 7DG, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

An independent Wealth Management firm is seeking an experienced Paraplanner to join their expanding support team.
The firm offers a comprehensive benefits package and encourages professional development towards Chartered Status.
Candidates should have experience in handling complex cases related to pensions, investments, and intergenerational advice.
The position involves working closely with Advisers and managing a large portfolio of high-net-worth clients.
The salary for this role is competitive, and candidates are expected to have several years of relevant experience.

+comprehensive benefits package

My client is an award winning, dynamic, fast growing independent Wealth Management firm with year-on-year growth and a strong belief and core values of providing transparent and highly professional advice to their clients. They are now looking to expand their support team with the additional of a further experienced Paraplanner to the teamOpportunity Highlights** Excellent opportunity to work closely with the Advisers and develop your Technical knowledge working with complex cases** Advice is provided across pensions & retirement, inheritance, investments, and intergenerational advice with a regular flow of repeat business** Business provides whole of market advice across a large number of HNW Clients.** Firm has an impressive AUM milestone** You will be encouraged and supported in your journey towards Chartered Status.To register your interest please contact Camilla Howden.

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PARAPLANNER - Bishops Stortford - To c £40k, excellent opportunity to develop technical skills,

Financial Adviser

Financial Adviser

Financial Adviser