plus very comprehensive study package including Bonus, opportunity to buy more holidays and Christmas close, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path.
Excellent opportunity for a Diploma Qualified Senior Paraplanner to develop further your Client facing skills with a very reputable local wealth management firm which has developed over the years an excellent local presence known for both their Client loyalty coupled with their care for their staff
Opportunity Highlights
- * Provide full paraplanning support to a senior Financial Planner producing high-quality financial plans for clients
- * Enjoy developing your technical paraplanning skills further
- * Attend Client meetings and be part of the Advice process
- * Review client information from fact finds, meeting notes and existing records, undertake research and collate supporting documentation and application paperwork for the advice
- * Provide full analysis of a Client's needs, researching solutions and writing compliant and suitable recommendations for all clients
- * Full lifetime cashflow modelling to develop the client's holistic financial plan, current cashflow modelling experience required
- * Perfect structured career path with excellent mentoring
- * A minimum of 2 years pure paraplanning experience with Client facing and Level 4 Diploma essential
- * Study support provided to assist with Advanced papers to achieve you Chartered Status
If you are looking to join a dynamic and progressive team, send your cv to Camilla Howden.