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If you have been working in a Paraplanning role for the last 2 years and are seeking a fresh challenge where emphasis is placed on building genuine client relations and providing a highly ethical services, over a focus on building AUM, then this would be an excellent opportunity for you. Our client has always had the view that Financial Advice should be available for everyone and not just those that are high net worth individuals.
Due to an increase in referrals and recommendations from existing clients, they are now looking to expand their very friendly and supportive team by recruit an additional Paraplanner. The main focus of the Paraplanning role will be to attend client meetings with the Advisers, building genuine relationships with the clients and helping the Advisers formulate the follow up recommendations. This is a very hands-on role, where they will provide you with training to cover any gaps in your skills and knowledge, to help develop you into a highly technically competent Paraplanner.
Having placed a number of people within this firm, we know they have a demonstrable track record of offering their staff a career rather than a job and engender a real passion for providing their clients with the best possible support, regardless of the assets they have to invest. The MD’s mantra is always to treat everyone with compassion and care, and this translates into a very supportive and friendly working environment, where all staff feel valid and their views will be heard. Personality, attitude and experience is more valuable to my client than exams, so there is no requirement to have passed any, but study support will be provided if you wish to work towards your level 4 diploma
