RecruitukLtd Salary: £28k- £30k
Our client is a national, award-winning, chartered and independent financial advisor and wealth manager; providing bespoke advice to clients on Pensions and Investments, Mortgages and Protection. Their advice is open and honest and delivered by advisers up and down the country who share the same traditional values and ethics. Those values and ethics are consistent throughout the team, ensuring that their clients receive the very best service and most appropriate advice at all times.
The company has an office in Brighouse, West Yorkshire where most of their paraplanning team are based and they also have self-employed paraplanners who work on a contract basis in home based roles.
The responsibilities within this role include report writing and research of products and services. You will be assisting their financial planners to prepare client reviews, ensuring that client files are up to date and accurate and appropriately reviewed.
The successful candidate will be Level diploma qualified in financial services, an experienced report writer with a sound knowledge of financial products and services
The main criteria for this job role are to find someone who really cares about the client.
What is in it for you?
This is a self-employed role, home based contract offering a retainer of c£28,000 per annum + a 10% annual bonus. You will work within an established and motivated team who all strive to ensure that the clients’ best interests are at the heart of every decision that they make. Flexibility around working hours is considered, but preferably office based hours are encouraged to be part of team contribution and development.
If you would like to find out more about this job, please contact Recruit UK on 0117-9450450. Quote reference 11214.