Paraplanner

My client a large privately owned national wealth management business, with highly experienced and dedicated Wealth Planners located the length and breadth of England and Scotland. They have a team of over 170 Wealth Planners includes Chartered FinancialPlanners, Certified Financial Planners and Fellows of the Personal Finance Society. They place their clients at the heart of everything they do. Because they believe that looking after other people’s wealth is a privilege, treating clients finances as youwould your own - with great care.

Based in Salisbury my client is seeking a Para-planner, to join this vibrant professional team.

As a Para-planner my client is looking for an individual who is
- Supportive and highly motivated
- Be able to work in a fast-moving environment with a successful sales team
- Possess a professional "can do" attitude with excellent written and verbal communication skills
- Good knowledge of FS business practices and generic knowledge in Life, Pensions and investment products.
- Thirst for knowledge and a desire to excel in everything they do
- Being responsible to a team of Financial Planners
- Excellent interpersonal and communication skills
- Computer literate.
- 1-3 years’ experience of working within an IFA environment as a paraplanner with a good understanding of the IFA sales process
- Qualified Level 4 Diploma for Financial Advisers (DipFA®).

The successful applicant for the Para-planner role will enjoy a great package with the following benefits: -- Competitive salary package £42,500
- Plus, excellent benefits including.

If you would like to be part of this excellent opportunity joining the team of an established Financial Service organisation which continues to build upon its solid reputation for strong wealth management, holistic advice and excellent customer service,please forward a copy your CV for immediate short-listing.