plus career opportunity and 2 days in the office
This is an incredibly exciting opportunity as a Paraplanner being part of a structured team of a multi-award-winning business. Based in their Weybridge offices, you will gain exposure to HNW technical cases working with Advisers providing expert financial advice to Private Clients, Corporates and Charities.
Opportunity Highlights
- * Be responsible for providing research and advice to the Advisers including recommendation and strategy reports.
- * Take pride in delivering high level, complex reports written specifically for each client to provide a consistent high level of service and expertise.
- * Demonstrate the confidence to challenge the Adviser to ensure the recommendation is appropriate and considerate to the Client
- * Collaborate with other Paraplanners and the Team Leader to share ideas and maintain best practice.
- * This opportunity will suit a Level 4 Qualified Paraplanner who is actively working towards achieving Level 6 with an independent background.
- * Strong communication skills, attention to detail and organisation/prioritisation skills are paramount.
- * Perfect role for a positive, fair, and friendly service-orientated person who is also commercially minded and driven.
- * Excellent starting package including a comprehensive list of benefits
If you would like to view the full Job spec, please contact Camilla Howden.