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Paraplanner

Posted on Jan 16, 2020 by CV-Library

Aberdeen, City of Aberdeen, United Kingdom
Accountancy
Immediate Start
£28k - £37k Annual
Full-Time
Our client is a leading wealth management firm, and part of one of the UK's leading Financial Services Firms. They are dedicated to meeting the needs of affluent and high net worth clients in the UK and selected offshore markets, providing advice-led investment solutions and investment platforms, and with circa £100 billion in customer investments under management. The firm’s culture, whilst highly professional, also encourages regular social events and additional incentives making this a great place to work. They also have modern offices and plenty of parking. They now have a vacancy for an experienced Diploma Qualified paraplanner to join their successful and happy team, based in Aberdeen. Requirements of the role: · Good knowledge of systems and processes. · In-depth knowledge of investment products and services. · Proven report writing and first-class presentation skills. · Sound pension knowledge. · Diploma qualified or at least working towards the qualification. In return, there is a competitive salary on offer depending on experience, and a flexible benefits package together with a pension scheme. If you are looking for career progression with the chance to work with HNW private clients in a fun and supportive environment, then please apply at your earliest convenience

Reference: 211230873

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