Paraplanner

Location

NOTTINGHAM

Salary £40000 - £50000 TypePermanent WorkplaceHybrid Ref89098

Recruiter Managing This Role

Paraplanner
Location: Nottingham
Salary: up to £50,000

Benefits

1. City centre location with car parking provision
2. Generous salary/bonus and profit share scheme
3. Group scheme benefits pension scheme, death in service & income protection plan
4. Career and personal development pathways
5. Wellbeing support services
6. Generous social budget and team away days
7. Agile and home working policies

A highly unique and successful Wealth Management firm based in the midlands. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients. They have a sole focus on high net-worth clients and have more than doubled in size over the last 2 years.

Whats needed to be considered?

In order to be considered for this unique paraplanner opportunity, candidates need to have

8. Comfortable producing technical Suitability reports
9. level 4 diploma qualified (CII / CISI / LIBF)
10. High level of analytical capability and good communication skills (Client facing skills)