With excellent training and guidance, this role will provide and build a great foundation for those wanting development into paraplanning and advising in the future.
Duties include:
Processing new applications
Liaising with providers
Answering client queries
Assisting the Wealth Planners with their cases
Analysis and preparation for technical queries
What's in it for you?
Extremely Generous Salary
Discretionary Bonus Scheme
25 Days holiday + Bank Holidays
Company Pension
Private Medical Insurance
Excellent Training and Development
Study Support to Complete Level 4 Diploma
Immediate Start Available!
Required Knowledge, Skills, and Abilities
A Degree in a Financial based subject ideally 2:1 or above. A passion for a career in financial planning. Strong organizational, analytical and communication skills. Ideally already working towards CII Level 4 Diploma but this is not essential. The ability to travel between offices in Leeds and Skipton.