We are delighted to be working with a multi-award winning holistic firm with a great reputation, who look to go the extra mile for high net worth clients and building a sense of community.
General Overview
Varied role within an ever-growing busy team who cover a range of responsibilities.
Key responsibilities involve providing support, information, recommendations and financial analysis to the Financial Planners.
Act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally, attending review meetings with advisers.
Providing technical and research support to the Financial Planners in respect of our clients and providing drafts of investment updates and other client communications to the Financial Planners for consideration.
About You
Must hold CII level 4 Diploma
A minimum 5+ years experience in financial or professional services firm
You want to be part of an exciting, progressive and energetic firm
Benefits
28 days holiday + Bank Holidays
Pension scheme, death in service, income protection plan & private medical Insurance
Generous salary/bonus and profit share scheme
Career and personal development pathways with dedicated coaching and learning support
Paraplanner, Nottingham (NT-1993)
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