We are currently looking for a diploma qualified Paraplanner to work in a hybrid role handling new business on behalf of the Advisers as well as looking after and meeting existing clients. You will be provided with a portfolio of existing clients to manage and conduct reviews meeting on.
This is a great opportunity for someone who is looking to develop into an Advisor as the long-term prospects for this role is for the person to take on the existing client bank and develop it further.
Our client has 5 offices across the UK and is currently expanding rapidly, they are able to offer a tailored career path as well as a supportive environment.
You will be able to demonstrate the following skillsets:
Level 4 qualified
Previous Financial Services product knowledge is essential preferably from a paraplanning background with knowledge of regulatory industry requirements and products.
Have excellent communication and written skills and be able to liaise with clients by either telephone or email.
Great attention to detail.
