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Paraplanner - Expanding Firm

Posted 4 May by Oval Recruit Ended

Paraplanner - Expanding Firm

Hertford - £Open + Package

A leading Financial Advisory firm are looking for a highly competent individual to join them as a Paraplanner as they continue to grow at a rapid rate. The small but well-established firm provide bespoke Financial advice to both Private and Corporate Clients.

Part of the role will involve:

  • Liaising with clients, building professional relationships and maintaining trust
  • Working closely with the Advisors to ensure all clients are provided with the best possible service
  • Conducting research and preparing Client Reports
  • Be mindful of and operate within compliance and company standards and regulations
  • Be willing to continue with your professional qualifications

This is a fantastic opportunity for a confident and experienced individual to join a growing, well-established firm who support and progress their staff. Willing to sponsor you through qualifications, the company would ideally like a candidate who is Diploma qualified, although not essential. They are looking for someone who is a self-starter, able to work well under pressure, to take up this key role. To apply, you must have prior experience gained within an IFA firm, although not necessarily as a Paraplanner.

For more information, please contact Briony Malden

Reference: 34381596

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