Paraplanner | Wolverhampton | Full Time| Up to £45,000 Per Annum (dependent upon experience)
Our client is an Independent Financial Adviser providing expert advice to help them gain the most from their wealth. From their offices in Tettenhall, Wolverhampton, they work with clients across the West Midlands and beyond.
Since the firm was established in 2000, the positive response of their clients to the excellence of their service and quality of their advice has been central to their growth. They have been awarded the Pension Transfer Gold Standard by the Personal Finance Service, which means they have been recognised for the high standards of pension advice that they give to their clients.
Are you the right person for the job?
1. Must have proven capability of being a Paraplanner within Financial Services previously
2. Essential that you hold the Financial Planning Diploma
3. You must have experience with Wrap platforms – knowledge of Standard Life and Aviva is essential, and some knowledge of AXA is also advantageous
4. Knowledge of FE Analytics and Intellif
5. Experience with using Intelligent Office back-office system is advantageous.
6. Able to build strong working relationships with clients and colleagues.
7. Ability to work as part of a team in a busy office as well as on own initiative.
8. Can do attitude and willing to learn
9. The successful can...