Technical Paraplanner - Leicester, United Kingdom - Focus Search and Selection

Focus Search and Selection

Verified Company

Leicester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Technical Paraplanner

Our client is an award winning Independent Financial Planner and Mortgage Broker, founded to provide high quality solutions to a wide range of clients, helping them work towards and achieve their goals.

They have a great opportunity for a Technical Paraplannerto join their team based in Leicester, to work alongside Chartered Financial Planners who manage a diverse portfolio of clients.

Your role will be to conduct detailed research and analysis of the client's current situation and the short-, medium
- and long-termfinancial options.

What you'll be doing:

Prepare complex technical advice reports, which are adapted for each client are welcoming, personalised and connect with each individual
Use initiative to find great solutions for client's needs, using different research and financial tools
Answer technical queries confidently and professionally keepup to date with industry knowledge
Work as supportive team member
Treat all clients and colleagues with courtesy and respect

What we're looking for:

You will have in depth knowledge of Pensions & Investments
Experience dealing with High networth clients
Level 4 Diploma Qualified (Chartered is advantageous).
The willingness to adapt and progress with a growing company

What's in it for you:

An extremely attractive basic salary (based on experience, and qualifications)
A chance to work for an organisation where the people, are their most valuable resource
Flexible working with the possibility of 2 days a week from home
You'll be joining a global network of experienced, innovative, and dedicated individuals across multiple teams
There are countless opportunities to learn new skills and develop in your career towards a Financial Adviser, and they will provide the support you need to do just that.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.