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Posted 8 March by Reed Insurance Easy Apply Featured Ended
Our Client is a nationwide Wealth Management Advisory brand delivering high-quality advice for clients with bespoke solutions to achieve financial goals. They are looking to recruit an experienced Paraplanner to join their team in Bury St Edmunds, on either a full-time or part-time basis!

The successful candidate will receive a competitive salary and benefits package including Death in Service, Pension Scheme, a Share Option Scheme as well as opportunities for career progression to match your career aims and ambitions.

You will be ably supported by their dynamic administration team enabling you to focus on your planner relationships and offering the clients the experience they deserve from working with a growing UK wealth management company.

The role will involve proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance FCA regulations. 

The ideal Candidate will hold;

- 3+ years financial services experience
- Diploma in Financial Planning, or experience working as a Paraplanner 
- Excellent inter-personnel skills
- A drive to exceed expectations and deliver a high level of customer service

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34296253

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