An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service. All Advisers are CII Chartered or will be in the next 18 months.The company is now part of one of the fastest growing and largest national Independent Financial Advice companies.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company they offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment.
This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support.
To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferabl...