Our client is a leading global provider of independent financial advice providing holistic wealth management advice to a wide range of high net worth clients.
Due to continued growth, they are looking to recruit a Paraplanner to join an existing team, in a modern office environment, within walking distance of the train station, and with easy access to the M1.
Working within a team of paraplanners you will support wealth managers to provide high quality financial advice to clients. You will use various pieces of software to assist with your analysis.
Key Responsibilities and Outputs
The job will include the following on a day to day basis. This does not form the full scope of the role, which will be varied and will expand as your experience of working with the company's clients grows.
Key Characteristics sought
If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe of North Oak Recruitment.