This financial services and wealth management firm is highly regarded in their field and has an enviable reputation for high standards of professionalism.
The essence of this firm is the provision of personal face to face financial advice. There is no single solution, each individual has their own personal concerns, responsibility and ambitions and their advice is tailored accordingly. They provide their clients with advice that is based upon four key principles, honesty, trust, lasting relationships and service. They strive to earn your trust through their actions and commitment to your success. Trust is not just a word to them; it underpins the very nature of what they do.
The Paraplanner role is broken down into four key parts:
Preparing and maintaining the client file
Pension. Funded social events. Full financial support to continue to study industry professional qualification.
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