A small, niche HNW wealth advisory practice with large HNW private client base are currently seeking an experienced Paraplanner to join their team based out of Berkhamsted.
The role will be to provide full technical support to the director of the business and work alongside the existing junior support staff. You will be expected to be able to work directly from client fact finds and provide recommendations, full product research and report writing. Candidates must have experience as a paraplanner.
They must have attained DipPFS as a minimum and ideally be close to Chartered status. Candidates with experience of life style planning will have a distinct advantage.
This is an excellent opportunity to join well established small business with the opportunity for the successful candidate to structure the role. This client also offers first class development opportunities.