They are seeking experienced Financial Advisers and Paraplanners with expertise in pensions and investments. Their advisers are at full capacity, and they can’t keep up with the number of inquiries they are receiving. This is a fantastic opportunity to join a thriving firm that provides full support, qualified leads, and a global client base.
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Our Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs. You’ll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. You’ll be assisting with the delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions.