Mbf are working with a boutique firm of successful Financial Planners in the centre of Cheltenham to recruit a Junior Paraplanner. Our client is a friendly & professional practice who have a long-standing book of clients, they have an excellent reputation for providing a high level of holistic advice.
They are now looking to recruit a Junior Paraplanner who will work directly with the Managing Director. The role will be responsible for providing lower level paraplanning & administrative support to the MD and companies clients. You will be a vital part of the team and the advice process; you will have a direct impact of the advice provided.
The client is looking to recruit a motivated & professional candidate who is keen to progress their career in the industry. You should want to develop your technical knowledge/skills and will want to progress into a full technical Paraplanner position within the near future. Individuals who are already working towards the Diploma in Financial Planning would be preferred – you will be provided full support for market exams to complete the Diploma in Financial Planning and beyond.
The MD will provide you with ongoing training & guidance, you will also be provided with full administrative support which will allow you to focus on more technical duties.
This is a great opportunity for a Senior Administrator or Trainee/Junior Paraplanner who is looking to join a successful practice where you will have the genuine opportunity to progress into a full Paraplanner position.
- Financial Services
- Financial Planning