Senior Paraplanner | Hybrid Wealth Planning & Reports

Senior Paraplanner | Hybrid Wealth Planning & Reports

Full-Time No working from home possible
The Coast Partnership Ltd

The Coast Partnership Ltd is seeking a skilled Paraplanner to manage a portfolio of wealthy private clients. The successful candidate will attend client meetings, prepare detailed reports, and conduct in-depth investment research.

Qualifications include a Level 4 Diploma and prior experience in a paraplanning role within an IFA. The position is full-time and offers a competitive salary along with benefits like hybrid working arrangements.

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The Coast Partnership Ltd

Contact Details:

The Coast Partnership Ltd Recruitment Team