+(Hybrid working, Bonus, Study Support & Career Progression Plan)
An excellent opportunity has risen for a very well-established Wealth Management firm with offices based near Borehamwood in Hertfordshire. Due to expansion and an internal promotion, they are now looking to take on a Junior Paraplanner within their team and offer them a clear career path.
They have been providing high-quality financial and investment planning services to their clients for over 30 years. They really value their clients, providing them with non-jargon based and highly ethical advice, resulting in exceptional client loyalty, a testament to this is that they do not advertise for new business, it is all generated through referrals and recommendations from their existing clients. They equally value their staff, looking to provide them with careers rather than jobs and strive to constantly provide them with a friendly, supportive and nurturing working environment. They provide advice across pension, investments, protection and intergenerational financial planning along with trust and estate planning advice, across the Essex, Hertfordshire and central London region.
Experience is useful, but team fit, drive, attitude and personality are more important to them, as they can provide training to cover any skills gaps and knowledge. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.