Diploma Qualified Paraplanner – Financial Planning J – 538
£30,000 – £38,000
This is a professional position within a Chartered practice that supports Independent Financial Advisers directly in servicing existing and potential clients.
This involves working alongside 7 fellow paraplanners, a group of nominated Independent Financial Advisers, their administration assistants and in house compliance team.
Key Objective – To undertake independent financial research and analysis based on client files with an aim of producing quality investment reports in a timely manner that highlight suitable solutions to meet the client’s needs. You will be required to build and enhance relationships with advisers to ensure productivity of both parties is maximised.
You will be supported with further study, working alongside highly qualified colleages.
Flexible working hours, supportive work environment, excellent company reputation,
Negotiable salary and other benefits.
Please apply for an immediate interview
To apply for this position please contact us for a discussion, call the office on 0161 973 0133 or email your CV to Diana Sproston here.
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