Our client is a dynamic and wholly independent financial adviser firm built upon core values of honesty, integrity and a client focused service. They have invested heavily in state-of-the-art technology to aid with research, due diligence, cash flow modelling and risk assessment analysis. This is important as they want to be certain that any recommendations presented are the most appropriate for their client's individual circumstances.
As a result of continued growth, they are now seeking to appoint an experienced 'Career' Paraplanner to join their team. This is a great opportunity to join a dynamic and growing national firm where you will be able to build your career in a great working environment.
With a team of dedicated professional Financial Services Advisers, they help their clients make informed decisions about their financial future. They are fully independent and help clients to build an investment portfolio, create a tax-efficient retirement strategy.
The production of due diligence and research on products, providers and funds in line with company policy. To ensure the accurate documentation of advice on behalf of the Adviser by means of a suitability report and supporting evidence.
The role is Office based. In return the are offering a high basic salary of c £28-33,000 (depending on experience) If you are an experienced Paraplanner and you are ready for a fresh challenge please do send your CV today.