Senior Paraplanner – CBD – Large Financial Services Provider
HNW Financial Planning Business
HNW Clients
Dynamic & Supportive Team
The Company
Leading Financial Services provider with offices nationally. They have won numerous awards in the financial services industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff.
The Role
In this small team, you will be working with 3 advisors as well as administration and a Client Service Manager. You will report directly to one of the Advisors and be involved in developing detailed and accurate strategic advice and SoA’s based on clients needs. Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries. Opportunities for career advancement are available if specialist areas are of interest or an advisory role.
Experience Required
To be considered for this role you will possess the completed DFP qualifications with Advanced DFP and other further education highly desired. You will have a minimum of at least 5 years paraplanning experience with knowledge of complex strategies. You will be extremely task focused and with strong attention to details skills. Knowledge of compliance and regulatory issues is mandatory along with the ability to be self-driven.
To apply online, please click on the appropriate link.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
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