Junior Paraplanner/Paraplanner

  • Location

    Bath

  • 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:

    BBBH3202_1633519946

  • Published:

    13 days ago

  • Expiry date:

    2021-11-05

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

We are working with a national Independent Financial Planning practice to recruit a Junior Paraplanner/Paraplanner. The company are well established, they have offices throughout the UK and are one of the best names in the market.

They are now seeking to recruit an additional member of staff to join their busy Bath office (with flexible working). The role will focus on providing support to the company's Financial Advisers, liaise with clients & third parties, prepare suitability reports and undertake market research etc. The client is ideally looking for a Paraplanner at a more junior level who they can train and develop or an individual in a Trainee/Junior Paraplanner capacity who is looking for the next step in their career.

To be considered you must have experience in one of the above and will ideally hold the Diploma in Financial Planning, however the client will also consider individuals with 2 or 3 exams studying towards.

They are offering flexible working with 2 days in the office and 3 days working from home - you can go into the office more frequently should you wish. Basic salary to £35,000 + bonus and good company benefits.

You will be supported with market exams, provided first class on the job training and there will be opportunities to progress.