Location
Bishops Stortford
Salary £30000 - £45000 TypePermanent WorkplaceOn-Site Ref84364
Recruiter Managing This Role
We are assisting an IFA company based in Bishop Stortford with a new senior position, the role is somewhat of a hybrid between a dedicated financial paraplanner and client executive. The job title is Relationship Manager/ Account Executive. This role will be varied and see you working closely with the advisers and companys HNW clients.
Benefits:
1. £40,000 £45,000, salary is negotiable
2. Fantastic new office with free parking.
3. Private Medical Cover
4. DIS
5. 9 5pm
6. Exam cover
Whats need to be considered for the position?
7. Highly organised, competent relationship manager/ paraplanner with positive attitude and enthusiastic nature
8. Level 4 qualified or very close to achieving CII or CISI
9. Ideally great working knowledge of Intelligent Office (iO) and Intelliflo Planning.
If this specific Relationship Manager/ Paraplanner vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that arent necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Paraplanner, Associate Adviser, Relationship Manager, Account Manager, Technical Support, Report Writer