My client is an independent wealth planning company with offices in Basildon are looking to take on a Paraplanner. They provide local families, SME owners, accumulators, and high net worth retirees with comprehensive market financial guidance.
They are looking to hire a Paraplanner because of their excellent expansion over the last few of years. The working atmosphere at this company is among the greatest of any employer. The group is hardworking, friendly, and diverse.
With its current setup, they oversee clients' affairs with assets between £100k and £5 million. By dealing with expert introducers and getting recommendations and referrals, they naturally bring in new business. With a very high client retention rate and relationships dating back more than 20 years, the company prioritises providing outstanding customer service and satisfaction. They have a highly skilled group of pooled Paraplanners, Administrators and Trainee advisers, who are actively encouraged to advance and develop as professionals and individuals through continuing CPD and industry tests, provides assistance to the Advisers.
As a Paraplanner you will be supporting a team of 2 Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" for report writing. You will be doing research, analysis and all preparatory work before the Advisers meet their clients for exploratory meetings or annual reviews. This role will suit a candidate who is either Level 4 qualified or a non-studier but is highly experienced. The business has plans to expand its Adviser team to and there will be plenty of growth in the support team so the desire to join an evolving business is vital with a good attitude, a willingness to learn.
If this role sounds of interest or any other roles, I am working on please contact Sam at Financial Divisions