I am pleased to be exclusively representing this chartered firm, in the heart of Clifton, in their search for a Paraplanner.
What makes them different?
Quite simply it is their culture and approach to Financial Planning. They are inclusive, supportive and really work as a team to provide the best possible experience for their long-standing Clients. They are committed to working with their Clients in achieving their financial goals.
The Role and you:
Working with their passionate Advisers, you will be experienced in report writing and technically competent as well as being confident in dealing directly with clients. You will be at least Diploma qualified and have a confident approach to work; communicating with people at all levels is key. There would be scope for working towards Advising, should this be your longer-term plan, however, if you are a career Paraplanner then this is fine too.
If this sounds like a role you could be interested in you can expect a competitive salary, exam support, a great working environment and benefits package.