Job Profile
A new opportunity has arisen for a paraplanner/sales support individual to help with an ever increasing workload. This small practice are looking for a personable individual to come and work alongside the existing members of the support team. You will be in some instances expected to take up full paraplanning duties this will involve doing product research, making recommendations and completing reason why letters. There will also be less technical duties both chasing the pipeline and looking after post sale issues. This is a busy and friendly office and you will need to communicate well with others as it is quite close nit.

Applicant Requirements
You should be knowledgeable in financial services and preferably in Investment products, ideally you will have experience of 'pure paraplanning' but senior administrators will be considered for this role. You must hold a minimum of the full FPC (or equivalent).

Company Profile
A small and lively practice working from a large client base and referrals from good practice. This company works specifically with HNW clients and deals predominantly with Investments and complex portfolio planning.