Technical Paraplanner / Team Leader
An ethical, bespoke and friendly wealth management firm who provide an extremely client focused and professional service.
The company has a fantastic reputation locally and are very forward thinking in terms of technology and IT systems.
They provide a very cheerful working environment, encourage promotion from within and are situated in a very comfortable office space.
On joining they will create a pre-defined career path for you depending on how you wish to develop. This could be progression into a more senior position or into senior management or could lead to future opportunities within compliance or advice as the company grows.
You will be leading a small paraplanning team alongside the role of paraplanner, providing guidance and training for the more junior members.
What’s needed for me to be considered?
- Hold previous experience within an IFA / Financial Planning Practice
- Must be qualified or close to Level 4 Diploma
- Previous experience dealing with High Net Worth Clients desirable
- A strong understanding of Pensions and Investment products advantageous
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.
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