recruitukltd Salary: Circa £35k
Our client is a specialist financial planner with a strong presence in the south of England. They service both private and corporate clients from their three offices, offering them wealth management, Investment and employee benefits advice. Their advice is completely independent and they offer advice from the Whole of the Market.
Their office in Chelmsford is looking for a paraplanner to join their team to assist with client servicing, research and report writing. The successful candidate will be expected to work closely with a team of advisors on a case by case basis to assist with ongoing advice to existing clients. The role requires you to have a good understanding of the financial planning process, knowledge of products and services and an ability to work compliantly and to FCA standards.
In order to apply for this role you will need to have the Level 4 Diploma in Financial Planning and a strong track record of working in a similar role previously.
I’d be keen to speak to candidates who fit the above criteria to discuss the role in more depth and explain the company and benefits in more depth.
If you are interested in finding out more, please contact me on 0117-917-0411. Quote reference 12344