The Role:I am recruiting an experienced Paraplanner to join the team at Lexington Wealth Management, an awarding winning, independent, Accredited Financial Planning firm based in the Wiltshire countryside (SN5). Working in a small, collaborative and client focused team youwill assist with the delivery of an exceptional financial advice and wealth management service to a select number of private clients. You will have the opportunity to input and take initiatives that develop the Paraplanning department, enhancing both your role and the client experience as well as making a significant and valued impact on the business. You will also have the opportunity to progress and will be supported with studying for professional exams if you choose to do so.
The successful Paraplanner will be Diploma qualified (Dip PFS) and will be involved in client meetings alongside the Chartered Financial Planner from the outset. You will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients needs and personal goals.
Salary and Benefits: £45-55,000 (dependant o...