Wealth Management Opportunity

3 weeks ago


Colchester, Essex, United Kingdom Financial Divisions Full time
About the Role

The successful candidate will have a proven track record of success as a paraplanner, with a strong understanding of key financial planning areas.

You will be responsible for working closely with advisers to craft recommendations, conducting thorough research and analysis of products and providers, and continually exploring investment funds.

In addition, you will review contracts, maintain meticulous records, and conduct annual reviews for our valued clients.

A strong skillset is required for this role, including experience as a paraplanner, a Level 4 Diploma, and excellent communication skills.

Our company offers a competitive salary of £48,750, generous annual leave, pension contributions, professional development support, and a supportive and collaborative environment.



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