Posted by Blakemore Recruitment • £50K/yr to £60K/yr
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
You'll start your day for an hour or so in the local delivery office, sorting the mail for your route, before either taking out your van to complete your round or making your way out on foot.
You will be working shifts between 08.00 - 19.00 Monday to Friday, a total of 40 hours per week.
This is an outbound and inbound customer service role - excellent customer service.
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.
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.