South West: Wiltshire.
£25,000 - £35,000
Paraplanner - up to £35k per annum - Wiltshire - Monday to Friday 9am-5pm, 25 days holiday plus bank holidays, pension, DIS plus holiday purchase scheme
An experienced Paraplanner is required to join a National Financial Planning and Wealth Management organisation with offices throughout the UK where you will join a very personable and vastly experienced Team at their Wiltshire base.
As an experienced Financial Services professional you will work closely with the IFA's by providing full technical support conducting detailed client research assess financial objectives and write detailed reports. You will carry out product research, assist with reviews and information requests by acting as a point of contact, maintain client records, prepare client files, obtain illustration requests and arrange for plans to be submitted to providers.
As a Paraplanner you will have:
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