Experienced Paraplanner required - Leamington Spa - Professional whole of market Financial Planning business - HNW
Our client is a boutique Wealth Management business in the Leamington Spa. Based in modern and open plan offices they provide financial planning advice and investment management services to a portfolio of HNW/UHNW clients.
As a modern day wealth manager this organisation has a more personal approach to their work, by knowing their clients on a first name basis and regularly visiting the office, they are able to provide a holistic service that is unrivalled in the local area.
Their current requirement is for a Paraplanner to join the business to assist in providing technical assistance to the Directors and Financial Planners. You will be one of two paraplanners within the organisation and as a result you will also have lots of client interaction, for the right candidate who is both confident and professional you will be offered progression to an Advisory role in the future.
This is an excellent opportunity to join a young and dynamic organisation who will offer the successful candidate a fruitful career. Applicants will hold the Diploma in Financial Planning although experienced candidates within 1 or 2 exams will also be considered.