Home Based Paraplanner
Our client is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals.
They are currently seeking experienced Paraplanners to join their teams in Aylesbury and High Wycombe. Youi will be a part of their exciting growth plans, where you will find yourself proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with their Investment philosophy.
Our client offers:
You will receive a superbly competitive salary and benefits package including Death in Service, a Pension, a Share Option Scheme as well as opportunities for career progression to match your career aims and ambitions.
To be successful in the role you will need:
- 3+ years financial services experience
- Must hold a a Diploma in Financial Planning
- Ideally hold a certificate in Paraplanning
- Excellent inter-personnel skills
- A drive to exceed expectations and deliver a high level of customer service
- Exceptional communication skills both written and verbal.
This job was originally posted as www.jobsite.co.uk/job/959277274