Job Description
Overview
We require a paraplanner / servicing adviser for a full-time salaried on-site position at our busy wealth management office in the centre of Castleford, West Yorkshire. With 600 clients and £130m under management, attention to detail and accuracy are of paramount importance. We pride ourselves on delivering the best advice and service obtainable anywhere, regardless of the firm size. We manage clients' life savings, and we take that responsibility with the utmost seriousness. That means we only hire the best people who we are sure we can trust. You will provide expert financial guidance to our clients, helping them to achieve their financial goals through tailored planning and investment strategies. Most of all though, you will genuinely care about and for them, their families, and their future.
We want a person with a positive mindset, an outstanding work ethic, and a can-do attitude, who will fully commit to the role, and who will genuinely care about delivering the best, fastest, most accurate and empathetic service possible to our mainly age 50+ clients.
You must –
· Possess a strong understanding of financial services, especially pensions and investments, and a passion for assisting clients in navigating their financial journeys.
· ...