Assistant Financial Planner ( Ref 12783 )
Salary
28,000-32,000+bonus
Location
Totnes
Job Type
Full Time
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Recruit UK are working closely with a Financial and Wealth Management company who’s client base is growing quickly and are now looking to expand their team with the appointment of a Paraplanner.
Ideally, you will need to be level 4 qualified with paraplanning experience, and perhaps looking to transition into a client-facing role.
The purpose of the role is to provide an outstanding service to clients and support the delivery of high quality financial planning and advice. You will prepare strategic financial plans, using cash flow forecasting software, research and present product and investment solutions, and efficiently implement investment and other product transactions.
It is essential for you to have outstanding people skills, a positive attitude and want to work collaboratively, taking a team-based approach to financial planning.
A highly competitive salary of up to £32,000 is on offer (dependant on experience) plus bonus
For more information on this role please contact Recruit UK on 01179 170416 or louise.bibb@recruitukltd quoting ref 12783
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