Our Client, a leading financial services company within St James Place, is seeking an experienced Paraplanner to support their Advisors and Directors in providing expert financial planning advice.
The successful candidate will be responsible for delivering technical support in the following areas:
* Informing and advising on key financial planning factors
* Utilizing suitable plans and products to meet client needs
The ideal candidate will possess strong organizational skills, with the ability to manage multiple tasks and deadlines effectively. They will also have excellent communication skills, with the capacity to build strong relationships with clients and colleagues alike.
We are looking for a highly motivated and detail-oriented individual who can work independently and as part of a team to achieve outstanding results. The salary for this position is estimated to be between £35,000 - £50,000 per annum, depending on experience.