Financial Adviser / Senior Paraplanner

Job Type:
Job Sector:
Banking, Finance
Salary Description:
Competitive - Depending on Experience
TalentSpa Recuitment
Job Ref:

Financial Adviser / Senior Paraplanner

Location: Ipswich - IP4

Salary: Competitive

Hours: 9.00am - 17.00pm

About the company:

Williams Farrall Woodward (WFW) is an independent financial advice and portfolio management business. We were established in 1995. All our staff have been with us for many years. We are now actively pursuing growth to capitalise on the opportunities in our sector. WFW has modern offices in central Ipswich.

About the Financial Adviser / Senior Paraplanner role:

As the Financial Adviser / Senior Paraplanner, you will be working with one or two Senior Advisers and supporting them with their clients. You will be undertaking research in line with the Client's needs, preparing recommendations and liaising with the Client.

We are very committed to education and training and we support all staff who wish to advance their careers, skills and knowledge.

Requirements of the Financial Adviser / Senior Paraplanner:

* You will be either already Level 4 qualified or studying towards that level.
* Able to listen, learn and develop
* Organised and effective time management
* Professional and ethical
* Analytical and the ability to research and write reports
* Excellent communication skills
* Technical knowledge
* Relevant experience from a Financial Advice background.

If you feel that you are suitable for this Financial Adviser / Senior Paraplanner then please apply today!

Contact Details:
TalentSpa Recuitment
Tel: 0844 8700 926
Contact: .

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