Our client company has been established for over 10 years with a recognised reputation for providing clients with a highly personal service that meets their needs. They are looking to continue developing their business by recruiting a Junior Paraplanner to join their dynamic team of 10.
Roles and Responsibilities
As a Junior Paraplanner, you will be supporting the business to provide high quality, compliant financial planning to their HNW clients. You will liaise with the Advisers to support them in updating their systems with required actions and assist them in producing detailed suitability reports. Over time, as your knowledge and experience develop, your responsibilities should increase.
Training and development
This financial planning firm pride themselves on their team of talented individuals that strive to provide high quality service to clients. As such, you will receive development to increase your knowledge and supported with obtaining qualifications towards your Diploma in Financial Planning.
As part of their desire to develop their staff, you will have the opportunity to progress your responsibilities to become a Senior Paraplanner and then prospect of becoming a Financial Adviser over a 2 – 3 year period, minimum.
Requirements to be considered
They are looking for individuals with financial services experience with capability of producing an accurate and detailed suitability report. Individuals with exams towards Level 4 Diploma in Financial Planning would be desirable but not essential
- Salary of circa £30,000 pa
- Based in prestigious London offices with excellent transport links close by
- Successful team of individuals who enjoy sharing each other’s success
- Career progression available
City of London
Contact us: Call us now on 0208 0044 154 to further discuss this position with one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
This job was originally posted as www.totaljobs.com/job/80670662