You must be an experienced financial planner who holds CII level 4 Diploma status or equivalent.
This national / international financial planning and investment management firm with £10B AUM is currently seeking an experienced financial planner to join its team in the Teeside area, working out of their offices in Redcar.
In this role you will be given a substantial and established portfolio of clients to advise, local administration and also paraplanning support.
Posted by Robinson Financial Careers • £30K/yr to £50K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for an experienced Paraplanner at a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
Are you an experienced financial planner looking for an employed office-based position that would suit your lifestyle better with less travel and a guaranteed client bank?
Are you a level 4 Qualified Paraplanner or Financial Administrator looking to take that next step into an advisory role?