Senior Paraplanner

Job Location	Dobcross
Education	Not Mentioned
Salary	£35,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

This is an opportunity for a Senior Paraplanner to join a modern, professional and respected Independent Financial Adviser practice.The firm’s client relationships are based around understanding their client’s future objectives and going the extra mile to provide a personalised service.The Opportunity A fantastic opportunity has been created for a Paraplanner to join a bespoke, growing business and work within a highly qualified team to provide assistance to the firms Senior Partner and financial advisers. The perfect candidate will have experience of working closely with HNW clients and have experience of being client facing.What’s needed for me to be considered

Previous experience within the IFA practice

Good product knowledge Experience being client facing

Level 4 Diploma qualified or working towards this

What’s next 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 opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Required skills

Paraplanning

Report Writing

Suitability Analysis

Technical Sales

Wealth Management

Keyskills :
Paraplanning Rept Writing Suitability Analysis Technical Sales Wealth Management

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