Posted by Kings Permanent Recruitment for Estate Agents & Financial Services Professionals • £50K/yr to £100K/yr
Our client, an independent Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage Advisor to join their flourishing and expanding team.
They are seeking a Self Employed Mortgage Advisor to support their core brokerage office 1 day per week and their partner businesses 3 days per week, with one day per week working from home.
When supporting the partner businesses, depending on diary commitments, you may have a flexible working pattern and may not need to work full days in each office.
The successful Paraplanner will ideally be Chartered (Diploma qualified as a minimum) and will become the technical 'go to' in the office, keeping abreast of industry changes and supporting the Partners in delivering an outstanding financial planning service to a wide range of technically complex, high net worth clients.
The Role: I am recruiting a highly experienced and technically proficient Paraplanner to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).
The successful Paraplanner will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients' needs and personal goals.
Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex.
Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.
MINIMUM Diploma qualified PARAPLANNER - STRONG REPORT WRITER LINKED TO THE CLIENT BANK Financial Services Background AS A PARAPLANNER.
High level of attention to detail.
General
A great opportunity for a skilled Paraplanner linked to Financial Services with supporting the IFA's Client bank on your strong report writing financial services skills and Diploma Qualified