Job Description
Very reputable organisation, that utilses cashflow modelling.
Clients are generally wealth accumulators and entrepreneurial with investable assets ranging from £1m-£5m.
Full back office support with admin and technical paraplanners on a 1-1 basis.
You will need to develop relationships internally and externally to further grow the client base so will need a demonstrable track record of doing so and advising in this space!
The catch!? There isn’t one! Call us for a confidential chat.