A fast paced and well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients.
They provide fantastic support and development to all of their employees and like to nurture and progress talent from within.
There is a great community feel throughout the company, with a very friendly but professional working environment.
This is a fantastic position for an experienced Paraplanner/Report Writer to join a growing firm. They can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.
You will be responsible for providing a bespoke report writing service and will play an active part in supporting both the firms advisors in a brand new office.
What’s needed for me to be considered?
- Previous experience within the IFA practices is preferred
- Knowledge and understanding of the FCA regulations
- Effective communication, both written and verbal
- Have a professional, proactive and positive attitude
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 a cheque for £200 if we assist them in securing a new career.
Junior Paraplanner, Paraplanner, Report Writer, IFA administrator, financial planning administrator, private client support, paraplanner assistant, IFA support, IFA support supervisor, IFA manager, paraplanning manager