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 were awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.
They have exciting growth plans over the next 5 years and wants to expand its highly valued Paraplanning team to support its team of client facing advisers.
In relation to more complex, technically challenging work undertaken by the firm, 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.
As a senior employee the candidate will be expected to take a proactive and responsible approach to helping develop and manage junior members of the firm’s paraplanning team.
Key responsibilities and accountabilities:
- £35,000 - £46,000 salary, based on experience and qualifications.
- 25 days holiday
- 4 x Death in Service Benefit
- Employer Pension Contributions
- Flexible working hours
- Business Park location including Free Parking
- Financial support to encourage study for further advancement within the business