Job Information

Our Clients, Wealth Managers based in Buckinghamshire Provide friendly and highly professional financial advice to HNW Private Clients and business in the local area. Areas of advice are retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits.

They require additional support in the Capacity of IFA Administrative support or and a Paraplanner to support their Friendly and professional team of Financial Advisors.

If you have a number of years experience within Wealth Management or IFA please send you CV.

A full job description can be provided on application.