RecruitukLtd Salary: Up to £35k
Our client is a leading independent financial services provider who has built successful relationships with both private and corporate clients across the UK. Offering advice on Mortgages, Investments, Business, Pensions and Retirement and Tax and Trust planning to a varied and Mass affluent client bank; ensuring that the client is always paramount in their business.
We seek an experienced financial services professional to join their team in Halifax. Working alongside one of the companies top performing Financial advisers, the role will be to fully support her with all aspects of client management including the production of new business and ongoing servicing of existing clients.
The role available is a paraplanner position which will involve technical report writing, in-depth analysis, and research, as well as the completion of fact finds and can involve some face to face meetings with clients.
This role would be ideal for an Adviser who is looking to step away from giving advice or reduced responsibility, alternatively, a keen paraplanner who enjoys working in a support role that is looking for increased responsibility without the pressure of advising full time.
To be considered for the role you will need to be;
- Diploma Level 4 qualified in financial services,
- An experienced paraplanner with strong technical skills,
- Client facing; a proven previous record of meeting with clients and handling their enquiries.
In return, you will receive an annual salary of circa £35,000 + benefits. There will be opportunity for you to earn bonus which will be target and performance related.
If this role is of interest to you, please contact Russell Davies at Recruit UK Ltd on 0117 9-450-450 and quote reference 11269.