Paraplanner - Hybrid/flexible Working
4 weeks ago
We are assisting a bespoke Financial Planning practice based in the Whitney area. They specialise in providing personalised and whole of market financial advice to UHNW clients helping them to achieve their lifelong financial goals. Pension
* Office closed over Christmas
* Birthday off
* Lovely office environment and culture
* Bonus
* Experience with conducting product research and writing suitability letters is desired
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client service, adviser support, paraplanner, paraplanning, para planner, para-planning, financial planning support, private client administrator
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