RecruitukLtd Salary: £40k
Our Client provides a comprehensive financial planning and discretionary management service to clients. They provide investment advice, pension, and protection planning to both corporate and individual clients. Also, offer a discretionary investment management service where they manage investments for clients.
With an experienced team from a range of professional backgrounds. They are passionate about client service and have a structured approach in ensuring they regularly communicate with clients so that financial planning remains a priority. Working closely with many financial institutions to provide innovative solutions, which will add value to our clients.
They are seeking to recruit an experienced Paraplanner to be based primarily in Welwyn. This is a challenging role where the company will provide the successful candidate with the required training to further their career. They are seeking a long-term commitment from an individual who will hopefully grow and develop in the role.
The successful candidate should be comfortable and understand the structure of equity, pension, and life products and be willing to learn and understand more complex financial products.
Technical knowledge is a pre-requisite. The candidate should have attained the Certificate in Financial Planning and aiming to acquire the Diploma in Financial Planning.
If you would like further information on this role, please contact Louise Sheppard on 0117-917-0411 or firstname.lastname@example.org and quote reference 2971.