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Form of workAre you a Level 4 Qualified Paraplanner, who is interested in taking steps towards becoming an Advisor? If so this excellent opportunity to join a well-established firm of Financial Consultants who are based in Bishops Stortford could be for you!
Our client, who have been providing holistic financial advice since 2010 are looking for an experienced Paraplanner to join their established team.
The role will be centred around providing technical support to Advisors to help ensure the best service and advice is given to every client. From very early days, this business has evolved mainly through client recommendations, of which they are extremely proud.
You will be supported with the technical research required to evidence the most appropriate advice, preparing client suitability reports which adhere to company and FCA guidance, undertaking cashflow modelling in line with client circumstances, as well as providing excellent customer service to clients and attendance at client meetings. In addition, the mentoring program means that you’ll also be working towards giving advice yourself. The Goal? To take on your own client bank and be delivering expert advice with confidence.
The role itself will be home-based hybrid. The client bank is generally located in Suffolk / Norfolk. Therefore, you will need to be in commutable distance of these areas.
- Competitive salary and benefits package available
- Ability to earn additional income
- There will be an element of working at home and the business will provide you with the required equipment.
- There will be an element of visiting clients as above.
- There will be an element of meeting clients virtually.
- There will be a requirement to visit the Bishops Stortford office, perhaps once a week.
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to our client with the aim of getting a first stage interview secured.
