Paraplanner- Level 4 Wealth Manager

Red Robin Resources; Stamford; On-site; GBP 30,000 - 50,000; Full time

Job summary

A financial services firm in the United Kingdom is seeking a qualified Level 4 Paraplanner to join their team. This role involves seeking new sales opportunities and assisting clients in making informed financial decisions. Candidates should have a sales background, ideally with experience in the financial markets. An attractive salary and bonus potential is offered for the right candidate.

Benefits

Attractive salary

Bonus potential

Qualifications

• Must have a Level 4 qualification as a Paraplanner.
• Sales experience is required, preferably in financial markets.

Responsibilities

• Seek out new sales opportunities.
• Assist clients in making informed decisions.
• Sell financial products and services to private and corporate clients.

Skills

Sales background

Financial markets experience

Education

Qualified Level 4 Paraplanner

Job description

Overview

Are you a qualified Level 4 Paraplanner, looking for a new and exciting challenge? My wealth Management Company is seeking a dynamic individual, that is motivated and driven. A sales background is a must and ideally you will have worked in the financial markets and have the passion, desire and determination to succeed. An attractive basic salary, with bonus potential on offer. The role will involve seeking out new sales opportunities and assisting clients to make informed decisions. You will be selling financial products and services to private individuals and corporate clients.

Responsibilities

• Seek out new sales opportunities.
• Assist clients to make informed decisions.
• Sell financial products and services to private individuals and corporate clients.

Qualifications

• Qualified Level 4 Paraplanner.
• Sales background is a must; ideally experience in financial markets.