Are you a highly competent and qualified Paraplanner looking for a new opportunity?
In this role you will provide vital high-quality support, and ensure complete and accurate records are maintained.
Some of the responsibilities will include: supporting the advisers and client relationship managers, completing suitability reports, analysis of client’s circumstances and requirements, participating in the investment committee, and assisting in client meetings.
A full job description is available below!
If you think that you’d be ideal for this position, and want to make a difference in an established and successful organisation, get in touch! Send your CV and covering letter by email to our practice manager, Sue Metcalfe email address: sue@expertwealth.co.uk.
