Sales Support - Paraplanner

Sales Support - Paraplanner

This financial planning and investment management company, part of a private banking group is seeking an experienced paraplanner to work closely with a private client advisor dealing with primarily pensions and investment business. The successful person will have paraplanning experience and ideally be part AFPC and comfortable dealing with HNW clients. Responsibilities will be to undertake all aspects of research and subsequent report writing as well as sit in on client meetings and ensuring procedures are compliant. This is a varied role with a growing company and offers responsibility and support as well as progression to advising for the right candidate.

Candidates that are not eligible to work in the EU need not apply.