Paraplanner Team Manager

2 weeks ago


United Kingdom JJ SEARCH LIMITED Full time

An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients

Level 4 Diploma in Regulated Financial Planning (or equivalent).

Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).

Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, with experience of dealing with more complex areas of financial planning advice.

MC Office/Outlook - Proficient in Word, Excel and PowerPoint.

Experience of XPlan & Cashflow planning software (Desired).



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