DIPLOMA QUALIFIED PARAPLANNER - Weybridge - c £50k, exceptional benefits package plus...
DIPLOMA QUALIFIED PARAPLANNER - Weybridge - c £50k, exceptional benefits package plus...
plus career opportunity and 2 days in the office
This is an incredibly exciting opportunity as a Paraplanner being part of a structured team of a multi-award-winning business. Based in their Weybridge offices, you will gain exposure to HNW technical cases working with Advisers providing expert financial advice to Private Clients, Corporates and Charities.
Opportunity Highlights
** Be responsible for providing research and advice to the Advisers including recommendation and strategy reports.
** Take pride in delivering high level, complex reports written specifically for each client to provide a consistent high level of service and expertise.
** Demonstrate the confidence to challenge the Adviser to ensure the recommendation is appropriate and considerate to the Client
** Collaborate with other Paraplanners and the Team Leader to share ideas and maintain best practice.
** This opportunity will suit a Level 4 Qualified Paraplanner who is actively working towards achieving Level 6 with an independent background.
** Strong communication skills, attention to detail and organisation/prioritisation skills are paramount.
** Perfect role for a positive, fair, and friendly service-orientated person who is also commercially minded and driven.
** Excellent starting package including a comprehensive list of benefits
If you would like to view the full Job spec, please contact Camilla Howden.
Reference: 52761053
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