The opportunity for an ambitious paraplanner to join a wealth management firm operating out of beautifully located offices in Rickmansworth. The firm provides advice for High Net Worth clients on investments, estate planning, and retirement planning.
During a period of growth, our client is looking for a paraplanner to provide high quality technical, analytical, and sales support to the successful Financial Planners of the business. There are excellent opportunities for progression and support in gaining financial services qualifications.
What’s needed to be considered
In order to be considered for this unique opportunity, candidates needs to have –
Previous experience in a financial planning role
Previous experience dealing with High Net Worth clients is desirable
Financial Services qualifications are desirable but not essential