Our client is a boutique financial planning business with offices close to Leicester. Due to increased business levels and expansion, the company are looking to grow in all areas, adding an experienced Paraplanner as well as an additional Adviser in the next 6 months.
This organisiation specialise in providing Pension & Investment advice to HNW individuals. Their current requirement is for a Paraplanner to join the business to provide technical support to an the Director of the business. Duties will include; technical report writing, undertaking research on funds, assisting the Adviser with meeting preperation, attending client meetings etc.
Candidates will ideally hold their Diploma in Financial Planning although this is not essential. You will be offered excellent opportunities to develop your career as the business provide full financial backing for exams.