We are currently recruiting for a Wealth Management company in Loughton that are looking for a Paraplanner.

They are a financial planning and wealth management practice providing a high level consultancy and tailored service to high net worth clients and families. By delivering a thorough review of their financial affairs and using a complete range of wealth management and financial planning services our goal is to protect and enhance their long term prosperity.

They are now looking to recruit a Para planner working with and reporting directly to the business owner/wealth adviser, who can work efficiently, accurately and compliantly within a highly professional environment. You should be qualified at Diploma level.

Core job purpose: To provide comprehensive technical report writing and administration support in an efficient and compliant manner, focussing on quality and high standards at all times.

Main Responsibilities:

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