Private Client Paraplanner Job in Guildford GU13JG, Home Counties UK
Private Client Paraplanner
Guildford - Salary £negotiable
A leading Financial Services Group with an excellent reputation in the market are currently seeking an experienced Paraplanner to join their Private Client Division. The position will involve working alongside Consultants managing a diverse Private Client portfolio across a range of Investment, Saving, Pension and Retirement products.
Working closely with consultants you will be responsible for overseeing restructuring of clients financial planning requirements, writing reports, checking valuations, researching for client presentations client reviews and attending client meetings. The position may also involve other client responsibilities and project management.
To apply for the position you should have previous experience in a similar role. For more information please contact Richard Garbett.