11829 – Paraplanner – Canterbury – Negotiable
My client is a chartered financial planning practice with a firm presence in Canterbury and around the East coast. They currently employ 27 professionals to provide financial advice around Retirement planning, Savings and Investments, Pensions and Employee Benefits and Tax and Wealth planning.
Their paraplanning team has a lot of experience and expertise, with each paraplanner working one on one with an advisor. They carry out all of their own research and produce all of their own recommendation and suitability reports. Due to their success and increase in workload, they require addition paraplanners in their team. Their ideal candidate will have experience of supporting a busy financial advisor with ongoing client servicing. They will be familiar with the full advice process and the requirement to ensure that advice is regularly reviewed.
To apply, you will need to hold the Level 4 Diploma in financial advice as a minimum and be ambitious to study further to become chartered. The role will be challenging within a friendly and proactive environment whereby quality and standards are of high importance. As a team, they value honesty, integrity, and trust and it’s these core principles that have created the foundations for which they work on and the successful business that they have built.
Should you wish to apply to become a part of their successful team, please forward your CV or contact Louise Sheppard at Recruit UK on 0117-9450-450