You will provide a high level of technical support for the financial planners. This will include producing full financial plans, implementation, researching and presenting advice and recommendations on particular products, reviewing existing investments, generating regular client reviews, and sourcing and implementing insurance and estate planning products. You will also prepare and implement promotional activities such as client seminars. The extensive nature of our service means that you will rapidly acquire a broad and extensive knowledge of the full financial planning process.

You will work in a collegiate, supportive team environment.

You will have a strong technical focus, preferably from a paraplanning or support role, with a record of accurate and timely implementation and administration of investment, insurance or estate planning services. A wide range of experience would be an advantage.

In return, we offer a competitive salary, and the chance to participate in the ongoing development of a professional and respected service.

The successful candidate will commence in the new year.

Please send your application in strict confidence to: