Are you a Paraplanner with a Level 4 in Financial Planning / Advice looking for a varied and autonomous role, within a reputable global business who offer a range of competitive benefits including excellent progression opportunities, 14% pension and 100% paid premiums on medical and dental care?
This US Asset Management company have over £200 billion under their management and they are focused on continued growth. They are looking for Chartered Financial Planners to join their ranks and share in their success.
This role will involve analysing prospective client portfolios and providing advice on pension transfers, bond surrenders, investment taxation and structure suitability. This will enable you to formulate recommendation and produce suitability reports.
This role would suit a Paraplanner looking to join a well-established business that put their staff first.
THE ROLE: * Analysing prospective client portfolios * Providing initial advice * Hybrid, 2 days a week WFH
THE PERSON: * 3 years’ experience in Financial Services * Level 4 in Financial Planning or Advice * Looking for a company with great benefits and autonomy
If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.