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Experienced Paraplanner Wanted
2 months ago
- Deliver technical assistance to financial advisers
- Conduct thorough research to meet client requirements
- Prepare detailed recommendation documents
- Experience with high net worth individuals is essential
- Preferred qualifications include a Diploma
Blakemore Recruitment is representing a distinguished Independent Financial Advisory firm in search of a proficient Paraplanner. This position entails providing essential technical support to advisers, performing in-depth research, and compiling comprehensive reports tailored for high net worth clients. The successful candidate will demonstrate extensive experience in managing HNW clients and possess exceptional attention to detail. While a Diploma qualification is advantageous, candidates who are progressing towards Chartered status are also welcomed to consider this role. This is a remarkable opportunity for those looking to advance their careers in a dynamic environment.