Wealth Management Firm
My client is an independent financial advisory company that has established a solid reputation for offering clients throughout Hertfordshire offering the best guidance possible on trusts, mortgages, investments, retirement planning, tax planning, IHT, pensions, and certain protections. The company employs ten people in total, including three advisers, and works with about 200 retirees, City workers, families, and professional athletes whose assets range from several million pounds to £100k. This will be the best career move for you if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans to grow organically.
Regarding what they can give a candidate in terms of a career, my client is quite transparent. A career paraplanner who is pursuing or has already earned their level 4 diploma would be a good fit for the position. The company is expanding as a result of multiple referrals and recommendations, so there is a real path for the right individual who demonstrates promise to advance and become a chartered member. You will be doing all of the computations, research, and writing the entire report. If you have enough experience, you can really participate in the advice compilation process by attending meetings with the Advisers. There's a great opportunity to work in a safe, fulfilling role with great perks and bonus system. The Directors hope to make an offer of £35,000 - £50,000 for the right candidate.
For more details please contact Sam Negbenebor at Financial Divisions.