Technical Paraplanner - Marlow, Buckinghamshire
dobromiracle
Member
Continuum Wealth is a firm of wealth managers and independent financial advisers based in Marlow, Buckinghamshire. We offer a full financial planning and wealth management service to the High Net Worth and Mass Affluent markets.
We’re looking to recruit an experienced technical paraplanner. This is a full-time position with a salary of £40,000-£45,000 depending on experience and qualifications.
The role will include researching financial products and funds, and preparing client reports to a high standard. The successful applicant will be expected to ensure that all recommendations are fully compliant, technically accurate and easy to read, and that all required information and documentation is present and correct.
We are looking for someone who is qualified to Level 4, who has at least five years’ experience in paraplanning and who is able to work without direct supervision. Our paraplanners report direct to our Investment and Compliance Directors and not to Advisers. This requires a professional, hard-working approach and a dedication to accuracy and accountability.
We offer a competitive salary, a bonus structure and attractive office accommodation in Marlow High Street.
Please contact Tony Waltham at tony@continuumwealth.co.uk to register your interest in the role.