PARAPLANNERS

Recruiter
Impression recruitment
Location
Harrogate
Posted
10 Feb 2018
Closes
13 Mar 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our prestigious client is a nationwide wealth management advisory brand, delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. Due to success and rapid expansion, they are looking for DB Paraplanners to join their busy and hands on team.

You will be reviewing, analysing and preparing compliant financial plans for clients, verifying the recommendations made and are in accordance with the Investment philosophy.

You will be ably supported by our dynamic administration team enabling you to focus on your planner relationships and offer our clients the experience they deserve from working with a growing UK wealth management company.

To be successful in the role you will need:

3+ years financial services experience
Experience of working with defined benefits
A team player with a first class understanding of the importance of providing good customer service
Must hold a Diploma in Financial Planning and ideally a Certificate in Paraplanning
Excellent inter-personnel skills with a drive to exceed expectations and deliver a high level of customer service

AF3 is desirable

You will receive a competitive salary and benefits package including Death in Service, a Pension, a Share Option Scheme as well as opportunities for career progression to match your career aims and ambitions.

With recent awards, you could be joining a fast growing company with lots of opportunities for your own career growth and development by applying today.


This job was originally posted as www.totaljobs.com/job/79214519

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