plus very comprehensive benefits package and amazing career development opportunities
Opportunity for an experienced Paraplanner looking for a structured career path and direction, to join a multi award winning business where you will gain exposure to HNW technical cases working with experienced Advisers providing expert financial advice to Private Clients, Corporates and Charities.
Opportunity Highlights
** This opportunity will suit a Level 4 Qualified Paraplanner actively working towards achieving Level 6 with an independent background.
** Talented Paraplanners with 1 outstanding RO paper will also be considered
** Enjoy delivering high level, complex reports written specifically for each client to provide a consistent high level of service and expertise.
**Work closely with the Advisers to provide research including recommendation and strategy reports.
** Have the confidence to challenge the Adviser to ensure the recommendation is appropriate and considerate to the Client
** Work closely with other Paraplanners and the Team Leader to share ideas and maintain best practice.
** Strong communication skills, attention to detail and organisation/prioritisation skills are paramount.
** Perfect role for a positive, fair, and friendly service-orientated person who is also commercially minded and driven.
** Excellent starting package including a comprehensive list of benefits
To discuss this excellent opportunity as a talented, dynamic Paraplanner either call Camilla Howden or email me.