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Wealth Management Paraplanner - SURREY, Surrey

Hillman Saunders
  • UK - Surrey
  • £30000 per annum
  • Full-Time Permanent
  • Financial Services - Pensions
  • Hillman Saunders
  • 01-07-08

Job Description

Large national IFA & Wealth Management practice require an experienced Paraplanner. Repoting into the Investment Manager you will be required to work closely with the Funds Acquisition Team, the Administration team and the review team. The main task will be to assist with the running of the Investment Director's Total Asset Management and Financial Planning clients. You will be responsible for drafting financial planning reports, monitoring clients through implementation and ongoing actions, drafting suitability letters covering all aspects of a client's financial plans, You should have previous research and report writing experience and should be FPC / CF qualified and ideally possess one or more Advanced qualifications.



Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
  • Recruit
  • FA9697KW
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