Our client was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. They currently manage over £350m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.
With exciting exciting growth plans over the next 5 years they want to expand their highly valued Paraplanning team to support its team of client facing advisers.
Candidates must be able to analyse information and conduct appropriate research to produce articulate and personalised suitability reports. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness.
Key responsibilities and accountabilities:
- £30,000 - £40,000 salary, based on experience and qualifications
- 23 days holiday
- 4 x Death in Service Benefit
- Employer Pension Contributions
- Flexible working hours
- Business Park location including Free Parking
- Support to encourage study for further advancement within the business