Are you working in financial services as a paraplanner but find the work repetitive and unexciting? Is your progression hampered. If your aim is to make a real difference to the life of the client, but this isn’t being fulfilled then read on.
We are seeking someone who is incredibly technical who enjoys details and ensuring that facts are straight. The ideal candidate for my client will have an ability to make complex advice appear simple both in the reports that you write as well as hold credible conversations with clients and colleagues, sometimes attending client meetings alongside the advisor.
Working to deadlines within a team is something that you will thrive on. You will bounce off colleagues, constantly striving to learn new things, maintaining knowledge of products and services across the industry and your understanding of FCA regulations.
The opportunity on offer is a career choice, a path chosen for you to make a real difference to clients. You will have two years’ experience in a similar role and be at level 4 diploma status with ambition to reach chartered.
Our client is a small business with an eye for growth. They have a manageable portfolio of clients who are loyal and active who they have developed fantastic relationships with. Due to their expansion they are open to career paraplanners, also paraplanners who see this role as a stepping stone into an advice role.
The salary on offer is competitive and they also offer a related bonus of up to 10%. They offer a non-contributory pension contribution of 8% as well as exam and career support and comprehensive internal development. You will receive 22 days holiday and an additional four days off and £500 to spend on developing yourself as a human being, the opportunity to work remotely and flexible from time to time as well as lots of other great benefits.
If you wish to apply for this role please send your CV or contact Louise Sheppard @ Recruit UK Ltd on 0117-9450-450. Quote reference 11967
Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.Report this job