• Location

    Welwyn, Hertfordshire

  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:

    £40000 - £45000 per annum + benefits

  • Contact:

    Michael Groves

  • Contact email:

  • Job ref:


  • Published:

    about 2 years ago

  • Expiry date:


  • Consultant:


A highly successful investment focused financial advisory based in Welwyn are now seeking an experienced Paraplanner to work on a 121 basis alongside the MD. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered. Due to the clients specific requirements candidates should have previous or present active report writing/paraplanning skills within an IFA. The successful candidate will have full DipPFS and must be comfortable dealing wiht client face to face as you will be attending meetings. You will have energy, enthusiasm and drive, and be highly motivated. You will be joining a successful but solid company who offer excellent opportunities to progress your career.