Junior Paraplanner

  • Location

    Cheltenham, Gloucestershire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £35000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2726_1610350824

  • Published:

    3 months ago

  • Expiry date:

    2021-02-10

  • Startdate:

    ASAP

  • Consultant:

    #

MB Fitzgerald are working with an award winning Chartered Financial Planning practice to recruit a Junior Paraplanner. The organisation work at the top end of the market and have been growing for the past five years, they are looking to expand further and require an additional member of staff to join their busy team.

This role will be working within the Financial Planning team, you will undertake some Paraplanning duties whilst developing your knowledge & technical skills. You will work with both the firms Technical Paraplanners (who will provide ongoing training and guidance) and the firms Administration team who will provide you with support. The client is looking for an experienced individual who ideally holds the Diploma in Financial Planning, although they will consider someone working towards.

There is excellent scope to progress within this position, within 6-12 months you will have the opportunity to move into a Team Leader position and from there into a Technical Paraplanner role in the future.

The client has an excellent reputation and look after their staff, they offer support for market exams and a strong benefits package.