Senior Financial Advisor
4 weeks ago
We are seeking an exceptional and experienced Paraplanner to join our client's dynamic and rapidly expanding national IFA business in Worcester.
About the RoleTo assist in and support the functioning of their technical department, you will be responsible for preparing review packs for client meetings, writing client reports and recommendations letters, and preparing advice packs and application/nomination forms.
Key responsibilities include:
- Preparation of review packs for client meetings
- Writing client reports and recommendations letters
- Preparing advice packs and application/nomination forms
- Submitting Requests for Information to providers
- Cashflow planning
- Research using available various tools
The ideal candidate will have a keen eye for detail, a strong work ethic, and a growth mindset. They will also possess level 4 qualification or at least part qualified and have experience in financial planning.
This is predominantly an office-based role in Worcester, and the salary for this position is approximately £35,000 - £50,000 per annum, depending on experience.
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Home Based Financial Advisor
4 weeks ago
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Home-Based Financial Advisor Role
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Senior Financial Planner
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Financial Services Manager
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Employed Financial Services Position
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