Executive Consultant - Wealth Management/Financial Planning
Paraplanner
Location: Nottingham
Salary: up to £45,000
Benefits
* City centre location with car parking provision
* Generous salary/bonus and profit share scheme
* Group scheme benefits – pension scheme, death in service & income protection plan
* Career and personal development pathways
* Wellbeing support services
* Generous social budget and team away days
* 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 advice to company owners, HNWIs, and mass affluent clients. They focus on high net-worth clients and have more than doubled in size over the last 2 years.
What’s needed to be considered?
* Comfortable producing technical suitability reports
* Level 4 diploma qualified (CII / CISI / LIBF)
* High level of analytical capability and good communication skills (client-facing skills)
What next?
Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss the opportunity in detail before submitting your CV to the client. We aim to identify your skills and motivations and may recommend other relevant opportunities matching your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning, IFA, financial planning, wealth management, independent financial advice
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
Industries
* Staffing and Recruiting
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