Paraplanner

We have a rare Paraplanner opportunity to join a successful and progressive wealth management firm in the Stamford area that offers both private and corporate financial services. The ideal candidate would be at least Diploma qualified and ideally to level 4.

Requirements

• Diploma qualified and ideally to level 4
• Good strong technical knowledge and experience, especially around pension and investments
• Qualifications and pensions knowledge in DB transfer work
• Good organisational skills