Paraplanner

1 month ago

Waltham Cross, United Kingdom mbf. Full time

A highly profitable and fully independent IFA Practice based in Waltham Cross currently has a requirement for an experienced Paraplanner to join their long established, friendly team.

You will be working on a 1-2-1 basis with a Certified Senior Financial Planner and will be responsible for providing a full technical paraplaning service. The role includes managing new and existing relationships and ensuring that all research and necessaryreports are completed on a timely basis with the ultimate aim of freeing up time for the Adviser to devote more time to business development needs.

My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards.

In return, my client can offer a highly competitive salary and an excellent benefits package including a bonus. Most importantly, they offer a stable working environment in a highly profitable business with a history of looking after their staff which isreflected in an exceptionally low staff turnover.

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