MB Fitzgerald are currently working with a growing firm of Financial Planners based on the outskirts of Bristol who are looking to recruit an additional member of staff. The organisation is well established and fully independent, they have an excellent reputation for providing high level holistic Financial Planning & Investment advice.
The position they are recruiting for is a hybrid role, it will involve supporting the companies Paraplanners & Financial Advisers with Administration and Junior Paraplanning support. The role will focus on administration with some more technical duties such as report writing, research, calculation work etc.
This is an excellent opportunity for an Administrator with Financial Planning experience who is looking for the next step in their career (or a Trainee/Junior Paraplanner who is looking for more training and support). You will ideally hold RO exams already and will be keen to complete the Diploma in Financial Planning.
You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in to a full Paraplanner role in the future. A competitive basic salary and benefits package is also available.