Our client is a chartered status Wealth Management Business that was established over 40 years ago. Their fundamental goal is to provide their clients with financial peace of mind.
The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.
They have a large client base and significant assets under management. They have an excellent reputation and have been rated in the top 10 IFAs in the UK on VouchedFor.
Package Details: The successful candidate will receive a salary of £35,000-£50,000 Per AnnumOther benefits include:
* Company pension
* On-site parking
* Bonus scheme
* Private medical insurance
* Hybrid working
* 25 days annual leave plus bank holidays
Purpose of the role:
The purpose of this role is to carry out the Paraplanning duties for clients and Advisors. This includes performing client research, report construction and client contact, ensuring the highest possible standard of client service, senior administrative duties, working closely with Financial Advisers to support the client advisory process, and playing a key role in the business.
Duties and Responsibilities:
Your duties will include but not be lim...