We are currently recruiting for a Paraplanner to join an organisation based in Winchester. As the Paraplanner you will assist in preparing and maintaining client files, attend client meetings and take notes as appropriate, general research and prepare financial planning and client suitability reports.
We will also consider experienced IFA Administrators who have dealt with all of the above.
- Experience within a Paraplanning or IFA Administration role
- Experience within Report Writing
- Relevant industry qualifications