Organisation Description
My client a leading Financial Planning Wealth Management Company is actively looking to recruit a Paraplanner to join their very successful business in their Prestigious High Wycombe Office. This is a fantastic opportunity for a Diploma Qualfied Paraplanner, looking to take on a new role and deal with HNW Clients in a successful, well established Practice.
Job Description
The main purpose of the role will be to write and prepare extensive reports on behalf of the Financial Advisers on behalf of their HNW Clients. To carry this role out you will be required to use your technical skills in order to do the role and have strong client skills.
Person Specification
The successful applicant must be able to demonstrate the following:
- Strong Financial Planning skills within Paraplanning
- Currently dealing with Very High Net Worth clients in a Paraplanning role
- Full Diploma Level 4 Qualifed or equivalent
Reed Specialist Recruitment Limited is an employment agency and employment business
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