We are delighted to be recruiting for a Senior Paraplanner role with a well-respected, boutique financial advisory firm based in Great Yarmouth.
This firm has been trading very successfully for over a decade and enjoys a strong reputation in the local market and beyond. With a wide range of introducers, client referrals and loyal customers, the company boasts an impressive amount of funds under management.
Whilst this directly authorised firm offers an holistic financial planning service, there is certainly a focus on pensions and investments work, and therefore, our client is seeking an experienced Paraplanner who excels in this arena.
Level 4 qualification would certainly be preferable, as would specific pension qualifications such as G60 or AF3. However, what is most important is the desire to provide a first-class service to new and existing clients, as well as a passion for self-development. Just as importantly, you’ll be confident with FS back-office systems, as well as report writing and fund & platform research.
You’ll enjoy the benefits of working for a smaller, traditional firm - autonomy, accountability and enhanced decision-making power. This is a very ‘hands on’ role, where you will be working closely with the MD and Directors. As such, you will be well placed for future career development opportunities.
You will be rewarded with a generous basic salary (entirely negotiable dependent on experience).
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment