Paraplanner – Financial Services – J – 674
The employees in this small directly authorised IFA team have 100 years combined experience in the Financial Services industry and bring their own specific talents to the mix, but first and foremost, they pride themselves on and enjoy helping other people.
Providing advice to individuals and families across Pensions, Investments, and Protection, the paraplanning team work closely with the advisors assisting in the client management, technical research and report writing.
Each of the 4 advisers have cliets with varying levels of investable assetts, including many very high net worth individuals.
The technical work is allocated through a work flow process, there are a team of 3 administrators to assist in the general administration, including processing new business and producing valuations and getting client packs ready for meetings. The paraplanners do not accompany advisor visits, but you will have a significant amount of client contact over the telephone and email.
The practice are working towards Chartered status, and qualifications are encouraged and financially supported.
The firm have very little staff turn over, they are very supportive of one another in order to achieve not only the best possible client outcomes, but also personal progression and acheivements.
Holidays: 25 plus Bank Holidays
Hours: 8.25am – 4.45pm
To apply for this position please call the office on 0161 973 0133 or email firstname.lastname@example.org
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