35Kk plus study support and excellent benefits package
If you live near Bracknell and are looking for a role based closer to home, then this could be an excellent move for you.
We are currently recruiting for a very well established Wealth Management firm in Bracknell, that have continued to enjoy growth, even in these challenging times. They have an extremely loyal and well established client bank, as a result of this, they get a steady stream of referrals and recommendations. To cope with the new business enquires, they have recently promoted one of their Senior Paraplanners into an Adviser role, so are looking to back fill their position, with a bright and team orientated Paraplanner.
Ideally you will already be level 4 Diploma qualified, but my client understands that some people may have had to delay their final papers due to the pandemic, so will look at Paraplanners that still have a couple of exams left to sit. The firm offer holistic financial advice to their clients, so you will get exposure to a broad spectrum of products. This is a very friendly and supportive company and can offer the successful applicant a friendly and relaxed working environment, where the staff genuinely feel appreciated and valued. If you are looking for a financially stable firm, that can offer job security and long term career development, then we would like to hear from you.
To be considered for this role, you will need to have at least a couple of years of current Paraplanning experience and have an understanding of Investments and Pensions and be comfortable with dealing with clients directly.
If you would like to know more about this or other opportunities we are currently working on, then please forward your cv on to me