Wealth Planning Paraplanner | Research & Advisory

Wealth Planning Paraplanner | Research & Advisory

Full-Time No working from home possible
Additional Resources Ltd

Additional Resources Ltd is seeking a Paraplanner to support financial advisers in developing compliant wealth management solutions. You will aid in preparing recommendations, cashflow models, and suitability documentation across investments, pensions and tax planning.

Ideal candidates have at least 1 year of paraplanning experience in an IFA or wealth management setting, with Level 4 Diploma or similar qualification, and strong MS Office skills.

#J-18808-Ljbffr

Wealth Planning Paraplanner | Research & Advisory employer: Additional Resources Ltd

Additional Resources Ltd. is an excellent employer, offering a supportive work culture that values employee development and well-being. With competitive salaries, enhanced overtime rates, and generous annual leave, this role as a Commercial Refrigeration Engineer in the vibrant London/Herts area provides not only stability but also opportunities for professional growth in the dynamic hospitality sector.

Additional Resources Ltd

Contact Details:

Additional Resources Ltd Recruitment Team