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Our clients are a highly successful Chartered Wealth Management firm based near St Albans who require a technical Paraplanner to join the team. They have several offices based in region.
Going from strength to strength you will be joining a brilliant small team.
They provide independent financial advice, planning and guidance to individuals, as well as supporting corporate clients with employee benefits solutions and company specific financial advice.
They have over 25 advisors so you will be joining a very well established team.
Paraplanner:
To provide high quality financial planning support to Financial Advisers in accordance with FCA standards and Chartered Code of Ethics, representing the company in a professional manner with honesty and integrity at all times.
Primarily constructing both recommendations and technical reports (reasons why & suitability letters) and includes some researching and processing of the more technical matters through to implementation/dispatch.
Ideally fully qualified or nearly there.
Excellent salary and benefits. Hybrid working available.
