Our client is a national, award-winning, chartered and independent financial advisor and wealth manager; providing bespoke advice to clients on Pensions and Investments, Mortgages and Protection. Their advice is open and honest and delivered by advisers up and down the country who share the same traditional values and ethics. Those values and ethics are consistent throughout the team, ensuring that their clients receive the very best service and most appropriate advice at all times.
The company has two hub offices, and their hub in Brighouse, West Yorkshire is looking for a diligent and professional paraplanner to join their team.
The responsibilities within this role include report writing and research of products and services. You will be assisting their financial planners to prepare client reviews, ensuring that client files are up to date and accurate and appropriately reviewed.
The successful candidate will be an experienced report writer with a sound knowledge of financial products and services, having worked in a similar environment previously. The level 4 diploma in financial services would be seen as advantageous but isn’t a necessity and candidates with a clear history of working in a similar role with some relevant qualifications will be seriously considered.
The main criteria for this job role are to find someone who really cares about the client.
What is in it for you?
This is an employed role, paying c£30,000 per annum + a 10% annual bonus. You will work within an established and motivated team who all strive to ensure that the clients’ best interests are at the heart of every decision that they make. Flexibility around working hours is considered, but this is preferably an office based role to encourage team contribution and development.
If you would like to find out more about this job, please contact Andrew Nicholson on 0117-9170415 Quote reference 12129.