We are currently recruiting for a highly regarded Financial Planning practice based in Welwyn who are looking for an experienced Paraplanner to join their team.

Background:

The company provides comprehensive financial planning and discretionary management service to its clients. They provide investment advice, pension, protection, and holistic financial planning to both corporate and individual clients. They also offer a discretionary investment management service where we manage investments for clients. They have an experienced team from a range of professional backgrounds. They are passionate about client service and have a structured approach in ensuring we regularly communicate with clients so that financial planning remains a priority. They work closely with many financial institutions to provide innovative solutions, which will add value to our clients.

Duties and Responsibilities:

• Provide a high level of technical support
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