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Search Consultancy
Southport, UK
Closing date
27 Jan 2021

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Job Details

£28,000 - £35,000 depending on experience and qualifications + competitive benefits package + study support

I am pleased to be engaged by a leading and award winning Wealth Management organisation based in Cheshire to assist with the recruitment of an experienced and technically knowledgeable Paraplanner to complement their growing and supportive team.

This is a Paraplanner opportunity like no other! Joining this fantastic organisation you will play an instrumental role by working closely with their highly qualified Financial Planners but you will also be provided with the opportunity to proactively manage and build relationships with their HNW clients. You will attend client meetings with the Advisers, and learn the client facing aspect of the role from the best in the industry. You will also be involved in researching, analysing and involved in proposing the most appropriate solutions for the client's financial circumstances.

This represents a one of a kind opportunity to join an organisation with unrivalled reputation for client service as well as employee retention and professional development. Encouraging a thriving and collaborative environment, this organisation's objective is for all of their employees to achieve their full potential.

The successful applicant must have previous experience as a Paraplanner, as well high level of technical expertise in the Financial Planning products, procedures and regulations. Candidates with qualifications and desire to study further will be a good fit to this organisations culture, and possession of or progress made towards the Diploma In Regulated Financial Planning will be highly advantageous.

If you meet the experience criteria and would like to find out more, please contact Antonia Mihaylova at Search Financial Services on or . All calls and correspondence will be treated in the strictest confidence. Alternatively, I can be contacted via Linked-In.

If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals ... Ask for details!!!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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