An exciting Paraplanner opportunity has arisen working for an established financial company based near Alton.
This is an ideal opportunity for a part or fully qualified Paraplanner looking to enhance your professional development, applying your expertise and knowledge in financial planning.
As a Senior Paraplanner you will be researching and writing reports for financial planning strategies for new clients, acting as a point of contact with clients and completing research tasks as assigned, acting as a supporting member of the Investment Committee.
You will also be responsible for processing transactions and ensuring that agreed monitoring systems are operating, providing guidance and technical support to staff and developing the paraplanning support role in conjunction with the Directors.
If you are looking to progress your career, enhance your studies whilst working for a credible business then click ‘Apply’ now or give us a call for more information.
Thank you for your interest in this role; if you do not hear from us within 5 working days unfortunately your application has not been successful on this occasion.