A leading and award-winning Wealth Management organisation with offices across the UK currently seeks to recruit an experienced Paraplanner to join their team in Wells, Somerset.
The company are highly regarded and work at the top end of the market. You will be working within an established team of Paraplanners that provide technical support to a number of Senior Financial Planners. You will be a main point of contact for an established HNW client bank therefore enabling the Advisors to concentrate on developing new Business. Other duties will include; report writing, fund research, producing fact finds ect.
To be considered for this opportunity you will ideally have achieved, or will be working towards, attaining your full Diploma status. You will be joining a forward thinking and dynamic organisation that will offer excellent opportunities for progression in the future.
They are offering a competitive basic salary + a generous bonus and company benefits.