As part of the UKs leading Life and Pensions service provider, Diligenta offer a rewarding role supporting the varied customer needs of our client M&G plc, full training from day one, a competitive benefits package and an opportunity to reach your personal and career aspirations and study for financial services qualifications.
Providing an excellent customer experience is at the heart of everything we do
So you will not be surprised to know we also believe in providing an excellent employee experience is just as important too.
Whether assisting customers plan for retirement, accessing investments, updating personal information, or supporting families during bereavements, you'll ensure a seamless experience during the moments that matter.
You'll join a people and technology-driven business, taking inbound calls from customers about their life assurance, savings, investments, or pension plans.
General
Starting at £23,400 per year Monday to Friday, 9am-5pm Hybrid remote Kildean Business Park, Stirling, FK8 1FT
Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM.
Working in office based or hybrid your role will focus on -
IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses.
To £26,000 plus benefits, bonus and exam support
The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector.