03 July 2019
Location: South East England
Salary: £28000 - 38000 per annum plus benefits DoE
Sector: Accountancy and Finance
Job Type: Permanent
Job Reference: BMC/07/2717 KL
DD: 0191 303 9297
M: 07494 397 019Email Kathryn Lee
Our client is an established, client focused Wealth Management Company who offer a holistic range of services to clients including individuals, corporates, trusts, sports and media professionals.
The salary band reflects that this is a new role which could be undertaken by a Client Manager with Financial Services experience of an experienced/qualified Paraplanner.
As a Paraplanner you would be responsible for:
As a client Manager you would be responsible for:
The following skills are essential:
Both levels of role would require significant experience of working in Wealth Management or a Chartered Financial Advisory Firm. You will be able to demonstrate strong verbal and written communication skills, accurate data input and excellent time management skills.
At Paraplanner level it is anticipated you will hold Level 4 Diploma in Regulated Financial Planner or the equivalent experience.
Pension, Private Medical Cover, 28 days rising to 31 + Bank Holidays