A fantastic opportunity for a Paraplanner to join an established Chartered Wealth Management firm in Peterborough. Our Client is a growing practice with a fantastic industry name, whom focus on providing a complete financial advise ensuring the Client is at the heart of everything they do.
During a period of key expansion, our client is looking for a Paraplanner to support the Practice Manager and Financial Advisers to ensure that the Partner’s relationships between their clients can be optimised, and assist with the daily operation of the office.The firm has the flexibility to mould the perfect opportunity around each person’s specific skill set, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.
What’s needed to be considered?
- Working towards your Level 4 Diploma qualification (Desirable)
- Knowledge of relevant regulation and legislation (desirable);
- Experience working within a fast paced IFA.
- High level of analytical capability and good communication skills
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.