Paraplanner

We are currently recruiting for a FTSE 100 Wealth Management firm in Wallingford who are looking for a Paraplanner to join their team.

The Paraplanner has a key role in delivering ‘excellent’ client service to clients of the business. The Paraplanner is responsible for client report writing, ‘placing’ of investments and other administration generated from client meetings and other incoming telephone, email and postal queries.

Main Duties & Responsibilities