Job Opportunity:
In this exciting role, you will have the chance to develop your skills and knowledge in a supportive environment. As a financial services professional, you will work closely with experienced colleagues to deliver exceptional client service across various regions.
The successful candidate will possess a Level 4 qualification and relevant experience in paraplanning and back office administration. You will be expected to serve clients, grow your client base, and contribute to business growth.
Key responsibilities include providing expert advice on wealth management, working with the paraplanning and administration team, and delivering top-notch customer service.
* Provide first-class advice to clients on wealth management covering pensions, investments, tax planning, savings, and protection products.
* Work with the paraplanning and administration team to deliver timely reports and excellent customer service.
* Grow your client base by bringing across additional assets where possible.