Our clients are a long established small HNW IFA based in Chelmsford with a large HNW private client base. An opportunity has arisen for a Paraplanner to join the existing support team.
The role will be to provide full Paraplanning and technical support to the director of the business and work along-side the existing support staff. Your duties will include: product research, writing client reports and completing reason why letters. This is a small business and from time to time you will be asked to assist in general office duties although this is usually completed by the general administrator.
Candidates must have experience as a Paraplanner dealing with HNW private clients. They must have a minimum of the financial services level 4 diploma or working towards.
This is an outstanding opportunity to join a business and be more than just a number. You will have a significant say in the structure of the role.