Paraplanner to Advisor

**plus bonus, study support and competitive benefits package**

We have been working successfully with this national business for five years and have seen how they have supported and invested time and money into their staff. As a business, they provide a comprehensive financial planning to corporate and private Clientsacross investments, pensions, protection, and holistic financial planning. Due to a promotion internally, my client is looking to recruit a technically minded paraplanner to join the team.

Working alongside a small team of Paraplanners supporting a small number of Financial Advisers, you will join an experienced team from a range of professional backgrounds who are passionate about client service and their financial planning remains a priorityworking closely with many financial institutions to provide innovative solutions, which will add value to their clients.

My client will consider two types of individuals for this role, either a Diploma Qualified Paraplanner with strong technical reporting skills or an experienced Client Support Administrator/Junior Paraplanner with several exams completed who would like tofocus the next few years on growing their technical Paraplanning knowledge. Elements of your role will include preparation and writing of reports, undertaking research, providing clients with investment valuations, reviewing portfolios and writing reviewletters, providing tax packs, Cash flow planning and attending and contributing to regular team meetings as required