An exciting opportunity for a paraplanner has opened at a highly regarded national financial planning firm that specialise in all aspects of savings, investments and retirement planning for both corporate and personal clients.
They pride themselves on the highest level of personal advice and professionalism that they provide each and every client. You will be working in a supportive company who embrace the latest technology within the industry to help their employees provide the highest level of service.
You will be joining a very well established firm who are innovative and have secured introducers with other national accountancy and law firms to continue to grow their impressive client base.
If you are a forward thinking, innovative person who wants to work in a national firm with strong values then this could be for you.
Duties and Responsibilities:
Synonyms: Paraplanner, para-planner, technical support, financial planning technician, report writer