Paraplanner/Financial Adviser

  • Location

    Paignton, Devon

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £40000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2740_1610544458

  • Published:

    5 months ago

  • Expiry date:

    2021-02-12

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

We are working with a small but very successful firm of Independent Financial Planners. The business is currently looking to grow and as such there is a fantastic opportunity for a Paraplanner/Financial Adviser to join the team.

We are looking for an experienced, Diploma qualified individual who can hit the ground running. The role will involve looking after new and existing clients ensuring they are being provided a high level of service, whilst also going out to meet with new clients providing advice and bringing them onboard.

You must be an excellent communicator, capable of building close relationships with HNW clients.

This is an excellent opportunity to join a well-known business that is growing. You will have contact with clients on a daily basis and will be involved in meetings and seminars.

Full on the job training and support will be provided, you will have the opportunity to progress and they are offering a competitive basic salary plus bonuses.