Paraplanner

3 weeks ago

Trowbridge, United Kingdom mbf. Full time

Our client is a boutique Wealth Management business based in Trowbridge. As a modern-day wealth manager this organisation has a more personal approach to their work, by knowing their clients on a first name basis and regularly visiting the office. The firmhas been growing continuously over the past 5 years and have ambitious growth plans for the future. They are a fully independent business that hold Chartered status.

Their current requirement is for a Paraplanner to join the business to assist in providing technical assistance to the Directors and Financial Planners. You will be working within the Paraplanning team and will have regular contact with HNW clients; youwill also be provided full administrative support from the in-house admin team which will allow you to focus on more technical duties.

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