Brand new Paraplanner for a company relocating to the beautiful Poole area! A Paraplanner role working for a very fast growing, ambitious and life changing company, a place where people’s happiness is at their core. A company culture that is not your typical “corporate” environment, but instead a place where your ideas are listened to, fun work life is key and changing lives is achieved.
You will be working alongside the Financial Planner (FP) taking full responsibility for preparation and maintenance of client files, preparation and implementations of recommendations and Financial Plans (including cash flow forecasts), and ongoing reviews of client affairs, keeping up to date with technical issues and undertaking necessary research.
If you are looking to work for someone who listens to your ideas and wants you to grow with the company, this is a great paraplanner opportunity. An ambitious forward thinking character is perfect for this. A chance to meet and build relationships with the clients you are working for. An ideal role if you are looking to work toward Financial Adviser position.
An extremely flexible work life balance at this company, great benefits and the opportunity to really get your teeth stuck into the role. Perfect for someone looking for more of a challenge in their career and the chance to progress. The chance to work 4 days a week is something being considered in the future for the right person!
We are keen to speak to experienced Paraplanners who have worked in a financial planning environment, with strong interpersonal skills when speaking to clients, positive, career driven and a good knowledge of technical financial services products.
If you are looking to work for an exceptional business and great boss then click and apply now!
Amaryllis Search and Selection is a complete service recruitment consultancy – specialists the financial and commercial arena. Successful applicants will be contacted within 5 working days. If you have not heard from us after this time please assume you have been unsuccessful. We wish you the best of luck in your career search.