Junior Paraplanner/Paraplanner

  • Location

    Witney

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £35000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3173_1632133950

  • Published:

    29 days ago

  • Expiry date:

    2021-10-20

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

MB Fitzgerald are working with a well established and respected firm of Financial Advisers in the Witney 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).