A highly respected Financial Planning business has a requirement for a Financial Planning Paraplanner to join their close-knit client support team in Wells, Somerset. My client provides individual advice to HNW private clients across the South West. They have built a reputation for delivering efficient service and high-quality advice to a wide range of clients across the full remit of investments, retirement planning and tax.
They are now looking to recruit a senior member of staff to join the team to ensure the provision of the highest quality Paraplanning support to the sales function and company's clients. Applicants must be highly organised with operational experience within a Life and Pensions environment with exposure to HNW Private Clients, compliance and technical work. Ideally two years Paraplanning experience along with some relevant market qualifications.
An excellent opportunity for a responsible individual to join a well-established team offering stability and an excellent working environment.