|Salary:||£36000 - £45000 per annum, Benefits: 25 Days Holiday, Life assurance, PMI, DIS, Pension Scheme|
|Contact Name:||Joel Dixon|
|Job Published:||March 22, 2017 10:36|
£36,000p/a - £45,000p/a
This is an opportunity that comes about rarely in our industry: a role that will allow you to progress into advice through a proven track record within the business. You will be working closely with High Net Worth Clients with portfolios that range from £3m to £20m. You will need to have the necessary drive to work on a vast array of complex cases that will both expand your knowledge and give your career that boost that you have been waiting for.
You will work alongside a team of Chartered and Diploma Qualified Financial Planners as part of a close-knit team, offering the highest level of holistic advice nationwide across Life, Protection, Pensions and Investments
As a member of such a small team, where every individual is a cog in a well-oiled machine, your voice will be heard. Your input will be valued.
To be considered for this position you will:
· Have a strong knowledge of Paraplanning and detailing with complex cases
· Have knowledge of writing suitability reports across Life, Protection, Pensions and Investments
· Be Diploma-qualified and, ideally, AF3 qualified
· Have experience in drafting and producing complex report cases to HNW/UHNW clients.
This job is not for the faint-hearted, and certainly not for the unambitious. You will need to have a strong and dynamic personality, indispensable to tackle the complexities of this role head on.
If you'd like to find out more about the role, as well as the client, send an email over to email@example.com, or give me a call directly on 0113 426 0783.
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