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*Hot New Career Move Opportunity - Interviews ASAP!*
Are you Level 4, Level 6 or Certificate Qualification level with financial planning / advice?
Would you like to work near to Tunbridge Wells on a hybrid working basis (fantastic offices- with free parking!)?
Would you like to join an 'employer of choice’ with outstanding employee benefits?
Have you been looking for a role to use your experiences and provide future career prospects?
If yes… then this is THE role for you. Apply now to avoid missing out or better, call Miles Dutton at Recruitment Solutions in Tunbridge Wells to discuss in confidence…!
Rare chance to join a highly-esteemed financial advisory/planning practice with a 30+ year company history and an impressive industry reputation supported by several industry awards!
Reputable employer - work-life balance, super modern working environment, hybrid working policy, + (fab!) employee benefits!
Great role - working with esteemed industry specialists and with access to support from their dedicated client services/administrative teams.
Expanding their team, this role suits someone with prior experience of paraplanning who will be able to join and hit the ground running (with support).
Day to day, you will work across a full product portfolio, covering both client interfacing and technical analysis and documentation, working primarily in combination with 2x Advisers.
This might include:-
Client interfacing - attending ad hoc and yearly meetings/reviews alongside an Advisor
Conducting product/portfolio research
Producing analysis including cash flow models and projections
Liaising with providers
Administering compliance / risk processes
Working with and instructing client services/administrators where appropriate.
Experience with investments or pensions products considered
Mon-Fri 9-5
Work-life balance policies!
£55-65000 + benefits
Future career growth opportunity - further qualification and specialist areas
If you have relevant experience with paraplanning and this role sounds an exciting next step… Apply now with your CV, or better, contact Miles Dutton at Recruitment Solutions in Tunbridge Wells to discuss
