Our client has a part time vacancy for a Paraplanner to be involved in gathering data, data analysis, producing financial and investment plans using their in house software, liaising with professionals such as clients' accountants and lawyers, preparing for client meetings, technical research including tax, investment and pension related issues.

Our client is predominantly an investment manager who also does comprehensive financial planning. They do not arrange insurance, mortgages or other packaged products. They do not accept commission or charge explicit fees for all their work.