With offices in London and Ipswich my client provides wealthy private clients and businesses with highly qualified financial planning and wealth management advice on a fee basis.
They are now looking to recruit a Paraplanner within the Ipswich office to join the small team of fee based financial planners working with High Net Worth clients. You will be dealing with Employee Benefits, renewals, producing and checking suitability letters.
Person Specification
Ideally you will have full Certificate in Financial Planning (or equivalent), a solid track record within a similar role and a knowledge of Employee Benefits is desirable although not essential as training can be provided