Paraplanner

  • Location

    Plymouth, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £32000 - £40000 per annum + Bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2415_1583247398

  • Published:

    8 months ago

  • Expiry date:

    2020-04-02

  • Startdate:

    ASAP

  • Consultant:

    #

Our client is a National Financial Planning organisation with offices across the UK. Their current requirement is for an experienced Paraplanner to join their team in Plymouth.

You will be an experienced Paraplanner within the team and your role will be to support two Financial Planning Consultants based in the office. You will be required to produce suitability reports, conduct fund research, produce fact finds, attend client meetings where required and regularly liaise with clients and Investment Managers.

You will be supported by both a Junior Paraplanner and an administration team who will undertake the majority of the basic admin, therefore maximising your time spent with the Consultant and undertaking technical Paraplanner tasks.

You will be joining a forward thinking organisation with offices across the UK, they will offer excellent progression as well as support to attain the Diploma/Chartered status in Financial Planning.

The client is offering a basic salary to £40,000 + bonus and a competitive benefits package.