Our client is an independent, multi award winning financial advisor who pride themselves on offering a first class service to private clients, business owners, families, charities and trustees. Based in Colchester, their clients are typically based near the Esses/ Suffolk border. Due to expansion, my client is seeking a Trainee paraplanner to join their paraplanning team.
What our client is looking for?
An experienced paraplanner working towards the level 4 Diploma qualification, with experience of dealing with HNW client cases. The successful individual will demonstrate a strong track record of providing administrative support to Financial Planners. Will be conversant in all investment and pension products and will be fully committed to ongoing professional development. Full financial support including study days will be given towards Level 4 Diploma qualifications.
You will be based at offices in Colchester. You will be joining a team who have developed an excellent culture. Their working hours are 9-5 with an hour for lunch.
Basic salary of £18k - £24k, plus discretionary bonuses, plus excellent benefits that include a generous pension, DIS, PMI. 25 days holiday per annum.
If you are interested in making a move to a firm with an extensive High Net Worth client proposition this is a perfect opportunity for you.
If you would like to discuss the requirements and this opportunity in further detail, please contact Louise Sheppard 0117-917 0411.
Quote reference 12153