Your new company
Your next company is one of the country's largest wealth management company with several different specialities. Their holistic approach to investment and financial planning has made them one of the longest standing companies in the area. Due to their high performance in the market they have expanded their team and now need a new Para planner to join the team.
Your new role
Reporting to the head of operations, you will be directly responsible for identifying and collecting relative quantitative information for the Financial advisers. Using your diploma qualification to establish a clients objectives and complying accurate financial cash flow forecast to foresee potential risk.
What you'll need to succeed
Along with your DipPFS qualification you will need an analytical mind and an attention to detail. Working closely with the Financial advisers, you need to have a sense of team work and have a dependable nature.
What you'll get in return
In return you will get to work for one of the most sought after companies in the area. Earning up to £35000 basic plus a very generous bonus structure. The possibility to continue training is also available to those looking to broaden their skills.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.