Our client is a boutique Wealth Management business based in Trowbridge. They work in modern and open plan offices and provide holistic financial planning and investment services.
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. The firm has been growing continuously over the past 5 years.
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 working within the Paraplanning team and will have regular contact with HNW clients; you will also be provided full administrative support from the in-house admin team which will allow you to focus on more technical duties.
This is an excellent opportunity to join a dynamic organisation who will offer the successful candidate a fruitful career. The company have a proven track record helping their staff to achieve market exams and support progression. Applicants will hold the Diploma in Financial Planning although experienced candidates within 1 or 2 exams will also be considered - you should have a few years experience working as a Paraplanner.