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Financial Planning Professional

1 week ago

Christchurch, Canterbury, New Zealand Heat Recruitment Full time

Company Overview

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The firm focuses on delivering a high-quality financial planning and investment management service to clients.

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Salary Range

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The salary for this role is up to £45,000 per annum.

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About the Opportunity

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  • This is an opportunity for an experienced Paraplanner to join a fantastic Financial Services firm.\
  • The firm has the flexibility to mould the perfect opportunity around each person's specific skillset.\
  • You will have the opportunity to prepare suitability letters, reports, and recommendations.\
  • You will provide technical support to complex client queries in a strong team-focused environment.\
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What You Will Do

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You will work closely with successful Financial Planners to support the delivery of a high-quality financial planning and investment management service.

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Benefits

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This role offers the opportunity to develop your career within a prestigious firm and work in a supportive team environment.