Paraplanner / Trainee Financial Adviser

Posted 5 days ago by Change Recruitment Services Ltd Easy Apply Featured

Change Recruitment are currently partnering with a leading Independent Firm of Financial Advisers to manage the recruitment of a Paraplanner / Trainee Financial Adviser to join their team on a permanent basis.

You will be working alongside the Financial Advisers in the provision and review of suitable investment opportunities, including construction and writing of suitability reports for all retail investment products. In addition, you will be conducting periodic reviews of existing client portfolio’s.

You will ideally have a Level 4 Diploma in Financial Planning (or be near completion of this qualification) and possess good knowledge of investment markets and Financial Advisery business.

It is essential you have excellent interpersonal skills, combined with a client focussed approach to work. You will also require excellent IT and analytical skills.

Our client is offering a highly competitive salary based around experience as well as a range of other excellent benefits.

To find out more or to express an interest in this fantastic opportunity, please apply now!

Change Recruitment Services Limited provides services as an Agency and an Employment Business and is committed to equal opportunities for all candidates.

Reference: 34833746

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