Salary up to ?40,000
Our client are an independent firm of wealth managers who use cash flow planning for their ultra high net worth client bank that has been developed in the last 30 years of business.
With 8 financial planners and 6 administrators, they now seek a technical paraplanner to join the business and work alongside the 2 managing directors of the firm, with a view to increasing the support provided to the client and the advisors. The role will involve some intricate pension work due to the value of the work that they carry out so strong knowledge in this area would be preferable.
The successful candidate will play a key role in the relationship with the client, and some client facing work will also be required.
To apply for the role, you will have a minimum of diploma qualification in financial planning and be working towards chartered status. You will also be able to demonstrate a track record of carrying out research and reports, ideally on various pension products.
In return you will receive an outstanding basic salary and a market leading benefits package.
Please visit www.idexconsulting.com for further opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Tue, 07 Oct 2014 15:58:43 GMT