Senior Paraplanner - Colchester

Posted 15 June by GCB Recruitment Easy Apply

| Senior Paraplanner | Colchester | £35,000 - £50,000 |

Our clients, an award-winning Wealth Management firm, are looking for a Senior Paraplanner to join their busy team in Colchester.

The client has a strong focus on work-life balance and they pride themselves on taking care of their staff and clients' well-being alike. Their team of 6 Financial Advisors is experiencing a high level of business across a broad range of financial products, which has made this position of high importance. The successful candidate will benefit from being part of an exceptional team, with a varied role, and the opportunity to achieve chartered status if you have not done so already.

Responsibilities:

  • Reporting to the Directors.
  • Supporting all Financial Advisors on staff.
  • Researching products and producing detailed reports for presentation to the client.
  • Managing a busy workload to tight timescales.


Requirements:

  • Level 4 diploma or Chartered Status is preferred, but not essential.
  • Must be experienced with Inheritance Tax, Pension Transfers, Discretionary Fund Management cases.
  • Proven track record of performance.

Hours: Monday to Friday 9am - 5pm

Salary/Package: £35,000 - £50,000 per annum

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

GCB Agency Recruitment is a specialised Property and Financial Services recruitment company dealing with all property related recruitment across the UK.

We currently offer a wide variety of Property and Financial Services vacancies all across the UK and incorporate overseas locations.

For all your Property and Financial Services needs contact GCB Agency Recruitment.

Required skills

  • Chartered
  • Finance
  • Financial Advice
  • Financial Services
  • Paraplanning

Reference: 34738391

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