Plus Ltd in the United Kingdom is seeking an experienced wealth management support professional to join our Independent Financial Advisors team. You will help manage client relationships, prepare reports, and support financial planning processes with our internal systems.
Responsibilities include developing opportunities, maintaining client documentation, creating suitability reports, and ensuring FCA compliance while delivering a high standard of client service.
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Wealth Planning Paraplanner | Client-Focused Reports in Stratford-upon-Avon employer: PLUS Ltd
Plus Ltd is an exceptional employer located in the vibrant town of Kenilworth, offering a dynamic work culture that fosters collaboration and innovation. With a focus on employee growth, we provide extensive training and development opportunities, alongside a competitive salary and an uncapped bonus structure that rewards your hard work. Join us to connect with prestigious global brands and build a rewarding career in sales.
