Our client a highly successful Financial Planners based in Southampton are now seeking an experienced Paraplanner to provide assistance to their senior consultants.
The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered.
Due to the clients specific requirements candidates should have previous or present active report writing/paraplanning skills within an IFA. The successful candidate will have full Diploma and being within 2 exams of Chartered would be a significant advantage. You will be joining a successful company who offer excellent opportunities to progress your career.