Our client is a successful wealth management firm that provides advice to clients, business owners and retirees among other groups in all areas of financial planning who emphasise the need for trust and professionalism.
They have established long standing relationships and specialise in advising on Financial Planning, Investments and Pensions among other areas.
This is an exciting opportunity for an experienced Paraplanner to work with our client based in Bridgend. The right candidate will ideally be Level 4 Diploma qualified in Financial Planning, experienced with back office support software and technically proficient who can come in and get up to speed quickly with how our client operates. Additionally, they will have experience in report writing with an analytical and methodical approach.
Main duties will include:
• Providing full paraplanning support to a team of advisers
• Preparing suitability reports
• Researching and analysing products
• Dealing with client queries and providing technical assistance
• Build good working relationships with providers, clients and prospects
This is an excellent opportunity to join a small and professional organisation with the opportunity to progress within the company. A competitive salary of up to £40,000 with benefits is on offer for the right candidate.
For further information regarding this role please contact Ryan Bartlett on 01179170410 or email firstname.lastname@example.org (quote – Ref – 12590).