Paraplanner

Location

Loughborough

Salary £35000 - £42000 TypePermanent WorkplaceHybrid Ref89495

Recruiter Managing This Role

Paraplanner Loughborough Up to £42,000

A highly unique and successful Wealth Management firm based in the midlands are looking to add a Paraplanner to their dynamic team. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients.

As well as undertaking typical paraplanning duties, you will have the chance to be client-facing as you will be calling up leads generated by the marketing function with the aim of getting initial meetings booked in with the financial advisers. 

Whats needed to be considered?

In order to be considered for this unique trainee paraplanner opportunity, candidates need to have:

Previous experience working in a financial planning firm

Full experience of suitability report writing and cash...