Tuesday, 07 August 2018 10:00

New wealth manager hire praises Paraplanner study support

Rate this item
(0 votes)
Rebecca Tearle Rebecca Tearle

Wealth management firm Beacon Wealth has been praised for its study support by a recent new hire, as the firm plans further expansion.

The Cambridgeshire-based firm is looking to recruit new young staff members to “increase energy, introduce different ideas and a new way of thinking.”

Part of that strategy has seen the company take on Rebecca Tearle as an administrator, who wants to train to be a Paraplanner.

Ms Tearle said: “I joined Beacon Wealth Management in May 2018.

“I came from a pensions company as an experienced customer service representative (CSR) and line trainer.

“After working for a pensions company, I felt that I would like to see what it was like from a different perspective working for an independent financial adviser and especially as I want to become a Paraplanner.

“Since joining Beacon Wealth Management Ltd everyone has been so friendly and kind and they have made me feel very welcome.

“Beacon Wealth Management Ltd are very supportive with my study and exam progress to become a paraplanner and helping me expand my knowledge.”

She added: “I love every part of my job from meeting new people to the research we do on clients’ plans.”

 

FREE. Get more stories like this daily to your inbox. Unsubscribe at any time. Sign up now.

Add This email address is being protected from spambots. You need JavaScript enabled to view it. to your address book to ensure email delivery. Thank you!

FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details:
jobs.financialplanningtoday.co.uk/