I am currently supporting a skilled Financial Advisor Role to join a very successful and high level Financial Planning and Investment and Pensions Company in the Buckinghamshire area if you are actively looking and have client banks to follow up with or the ability to develop them further which is always wonderful & linked to a very successful strong skilled Financial Advisor.
To be considered you as outlined, must have a skilled CAS Status in order to join.
This is an outbound and inbound customer service role - excellent customer service.
You will be working shifts between 08.00 - 19.00 Monday to Friday, a total of 40 hours per week.
Paying a basic of £24,000, with the opportunity to increase your earnings to over £32,000 and some of the top performers earn late £30's through upselling and cross-selling.
It is a great opportunity - a wonderful company and you must have experience linked also to both junior paraplanning and financial services other roles, such as administration etc linked to as outlined Financial Services role.
Great Role linked to a very wonderful LOVELY company in Financial Services in Marlow.
The company are sourcing a Paraplanner with a level of the skills ideally 2 to 3 years experience within an IFA firm working and qualified Diploma wise in Financial Services.
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning?
Join a team where your expertise shapes the future of financial advice.
We are recruiting for a leading wealth management firm in Marlow, known for its personal approach and dedication to helping clients navigate the complexities of financial decisions.