Experienced paraplanner required for city centre based Financial services organisation. The role will involve analysing fact finds, drafting suitability reports, producing illustrations, loading business onto wrap platform, doing investment re balancing, liaising with clients and dealing with buying/selling transactions. This is an exciting opportunity to take your career to next level and progress through the ranks as this role can lead to progression to a Private Client Manager.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.