A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a small, highly professional IFA business in Marlow. You will provide technical support to the adviser on a one-on-one basis as well as dealing with any communications from clients whether in writing or by telephone.
Carrying out technical research in preparation for client meetings as well as carrying out research to identify suitable solutions to meet their needs. You will also be expected to draft recommendation reports/letters for review and sign off by the adviser.
The successful candidate will be an experienced Paraplanner who is confident in dealing with HNW clients and working with great attention to detail.
You will ideally be Diploma qualified and be working towards Chartered qualification although they are open on this.
If you are considering the next move in your career, get in touch to find out more about this and other roles we are working on.