Paraplanner - Putney
2 weeks ago
About the Role:
We are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.
Key Responsibilities:
- Preparing reports and recommendations for clients
- Working closely with the adviser to deliver high-quality advice
- Attending client meetings and updating client files
- Providing excellent communication skills as the first point of contact for client queries
Requirements:
We are looking for a level 4 qualified paraplanner or someone working towards this qualification with the aim of achieving chartered status.
Company Culture:
The company values employee career development and provides study support to help employees achieve their goals.
Why Work with Us:
This is a forward-thinking company with an excellent reputation in the industry, dealing with both private and corporate clients.
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