£25,000 - £38,00 plus full benefits package
A successful Wealth Management organisation based in the Derby area are looking for a Paraplanner to join their organisation. They deal only with high net worth or more often ultra high net worth Private clients and as such exemplary service and first class financial advice are the benchmark of this organisation. I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the Financial Advisors within the business.
The successful applicant will ideally be Diploma level 4 qualified (or above) and you will be given full support to obtain your qualifications up to Chartered level. If not but have experience your application will still be seriously considered.
The main responsibilities within the role include providing accurate and compliant reports across IHT, Investments, and Pension products and you will work closely with the Advisors and also be key to maintaining and developing long standing relationships with Private Wealth clients.
This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged. In return you will work in an exciting and fast paced environment and receive a market leading salary package. You will get exposure to varied and challenging clients and cases.
Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.