J1999 - Paraplanner - Worcestershire
- £25000 - £27000
- Tony Bates
- Job Ref:
- Consultant email:
- Financial Services
As a well established and highly regarded firm of independent financial advisors with links to professional practices. Working towards gaining chartered status, they are experts in the fields of which they advise, predominantly providing tailored financial advice to HNW clients.
A technical position has become available as a Paraplanner working in a support team of 7 working alongside the managing director servicing HNW clients. The role will be to write client suitability reports and financial reports in addition to preparing material for client meetings. In some cases you will also be required to take part in the 1st meeting with clients so as to develop an excellent working relationship with clients and the director alike.
This exciting opportunity is available to a paraplanner with 2 years previous experience working towards diploma status with a professional attitude who is driven by client servicing.
My client is offering an excellent basic salary along with full benefits package to the successful candidate.
If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
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yesterday In Stoke for the Insurance institute dinner. Been upgraded to a Suite, result. Looking forward to catching up with some familiar faces.