Our client is a boutique financial planning business with offices close to Borehamwood, Hertfordshire. Their team of five Advisers, three Paraplanners and two Administrators is currently seeking to recruit an experienced Paraplanner due to increased business levels and expansion.
This organisation specialises in providing both private client and employee benefits advice to clients within Essex and London. Their current requirement is for a Paraplanner to join the business to provide technical support to an Adviser on a one to one basis. Duties will include; technical report writing, undertaking research on funds, assisting the Adviser with meeting preparation, attending client meetings etc.
Candidates will ideally hold their Diploma in Financial Planning although this is not essential. You will be offered excellent opportunities to develop your career as the business provide full financial backing for exams.