MB Fitzgerald are working with a well established and respected firm of Financial Advisers in the centre of Bristol to recruit a Junior Paraplanner/Paraplanner. The client is looking to bring on an additional member of staff to help with the busy and ever-increasing workload.
The role will include providing support to the companies Financial Advisers, liaise with clients & third parties, prepare suitability reports and much more. This will be a busy role working within the existing/friendly support team, you will be provided full on the job training & support by the firms Office Manager and Senior Paraplanners.
To be considered you will be a Junior/Trainee Paraplanner looking for the next step in their career or a Paraplanner looking for a new home. You MUST have experience writing suability reports and will ideally hold the Diploma in Financial Planning (although individuals working towards will also be considered).