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.