Delivering positive and effective maintenance of existing Broker relationships to add value and achieve targets.
General
The purpose of the role is to establish effective relationships and business plans with Brokers to develop sufficient business to meet individual and franchise objectives.
To support the development of new Broker relationships to extend the footprint of the franchise and the commercial success of the business.
Are you an experienced Paraplanner, looking for a challenging and rewarding role working with a small visionary team that is committed to delivering a life changing financial planning service?
The Person: We are looking for a Diploma qualified Paraplanner, motivated by providing technical expertise and outstanding financial planning support to Financial Planners and in turn, an exceptional service to clients.
We are happy to consider candidates who are career Paraplanners, keen to remain in a technical support role, and candidates who would like to sit further exams, work towards becoming Chartered with the option to progress into financial planning in the future (training and support with exams will be provided).