At a Glance
- Tasks: Analyse client needs and create tailored financial planning solutions.
- Company: Broughton Group, a respected wealth management firm in Norwich.
- Benefits: Competitive salary, private medical insurance, and hybrid working options.
- Other info: Access to expert knowledge and a supportive work environment.
- Why this job: Join a professional team and make a real difference in clients' financial lives.
- Qualifications: Experience as a Paraplanner with strong client service skills.
The predicted salary is between 40000 - 50000 £ per year.
Broughton Group, a reputable wealth management firm in Norwich, is seeking an experienced Paraplanner to join their professional team. This role offers a holistic approach to financial planning, with access to a wealth of knowledge from seasoned experts.
The ideal candidate will provide excellent client service while ensuring compliance. Responsibilities include:
- Analyzing client needs
- Constructing financial planning solutions
- Client relationship management
The position offers a competitive salary, private medical insurance, and a hybrid working environment.
Senior Paraplanner — Hybrid Role with Private Medical in Norwich employer: Broughton Group
Broughton Group is an exceptional employer that prioritises employee well-being and professional development within the wealth management sector in Norwich. With a strong emphasis on a collaborative work culture, employees benefit from flexible hybrid working arrangements, comprehensive private medical insurance, and opportunities for continuous learning from industry experts, making it an ideal place for those seeking a fulfilling career in financial planning.
