Paraplanner - Chesham

2 weeks ago

Chesham, United Kingdom MI Search Ltd Full time

Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Chesham office.

Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients. You will be responsible for preparing suitability reports, technical research and ensuring allcompliance policies and procedures are adhered to. This is an excellent role for anyone wanting to work in an environment where continual professional development can be achieved.

You must have strong tax, trusts and pensions knowledge, have paraplanning experience and ideally be CII Level 4 Diploma qualified and keen to study further qualifications.

Basic salary up to £40,000 and benefits

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