This is a really exciting opportunity offering genuine progression into an Advisory or Specialist role if that’s the goal or to work your way into a technical Client Manager position.
Do you want to be part of a growing, reputable firm that always puts their client first? Not only that, in return you will receive full support with professional qualifications and study leave, working for a friendly, vibrant firm that want to make a difference.
Similar to that of a Paraplanner, this position requires you to be first point of contact for a bank of clients where you are encouraged to join the Advisor on client meetings. This means really cementing the relationship with the client which is and always will be their main focus, delivering the most value to their financial plans.
So, if you are looking for that next step within Financial Services and have a real passion for relationship building and the want to progress within the industry, I want to hear from you today!
We are looking to shortlist CV’s over the next 2 weeks so please do not delay in applying, any applications are dealt with in confidence and should you have any further questions please contact me 0117 930 4820
To apply for this position, please send your CV and a covering letter to firstname.lastname@example.org detailing your suitability for the role in regards to the responsibilities, experience, skills and attributes as well as your salary / working hours pattern expectations and current notice period.
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