Our Client is a Chartered, national wealth management business. They specialise in providing tailored financial advice to private clients across the UK.
Due to the progression of a current employee, the company are looking for an experienced Paraplanner to join the back-office team. This is an opportunity for someone who is looking to share ideas with experienced professionals and feel valued within a tight knit team.
What’s needed for me to be considered?
- Previous Paraplanning experience, preferably including pension advice
- Diploma qualified with an interest to work towards Chartered status
- Attention to detail and the ability to explain complex information clearly and simply is key
- Excellent PC knowledge and ability to operate database systems
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.
Job Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner