This is an exciting opportunity to be part of the team covering Cumbria and Scotland, working from our clients Carlisle office with the option for hybrid working.
You'll be part of a critical team working within a pod of two to three financial planners and one paraplanner maintaining a high standard of customer service to all of ther clients.
Having the skills and experience to be successful in a consultancy role requires confidence that what you promise to clients, can be delivered.
This is why this role is a great opportunity for you as the supporting departments covering technical content and compliance checking are tried, tested and established which means that you can consult with the clients, manage expectations and be confident of delivery, leading to further opportunities and growth.
Due to retirement, this role is available with an established Compliance consultancy firm which has many years' experience in this arena, with a very stable and yet, still growing, client base.
Entry Level Graduate Scheme (Sales, Customer Service and Account Management)
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