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Job Location | Warrington |
Education | Not Mentioned |
Salary | £22,000 - £28,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
We are delighted to be working with this small, progressive, dynamic, independent wealth management firm passionate about providing detailed quality holistic financial planning advice to their high net worth clients.Their ethos is team one, everyone works together resulting in a strong and close bond built between team players, reflected and shared with their clients and reflected in a quarterly bonus available to staff based on profitability.As a result of expansion plans, they now have an opportunity for an experienced financial services administrator to join the adviser support team as a trainee paraplanner with a view to becoming a full paraplanner providing research and suitability reports.The Role, an overviewTo learn to provide an excellent report writing service, by producing quality documents which provide clear information/advice to clients, based on their financial needs and objectives whilst also carrying key client administration duties.The Role
Keyskills :
Financial PlanningFinancial ServicesParaplanningReport WritingWealth Management