Paraplanner

  • Location

    Wimborne, Dorset

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £40000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2535_1595929997

  • Published:

    about 2 months ago

  • Expiry date:

    2020-08-27

  • Startdate:

    ASAP

  • Consultant:

    #

We are working with a well-established and highly successful firm of Financial Advisers to recruit an additional Paraplanner.

The successful candidate will be joining a friendly, supportive team who work together to provide their clients with a first class service. The role will be to support the firms Directors and Senior Financial Advisers, you will be responsible for providing a full technical Paraplanning support including but not limited to -

  • Report writing for a range of pension, investment and estate planning cases
  • Production of research and analysis on our back office tools
  • Production of quarterly valuations - from platform and/or back office system (Adviser office);

Candidates will be experienced a Paraplanner, having worked for an IFA practice (or similar). The client is looking for someone that is Diploma qualified or within a few exams, ideally you will want to study towards Chartered although not essential.

This is an ideal role for a local candidate who is keen to find a supportive, well established business who will help them to further their career. The client is offering a competitive basic salary plus bonus and full company benefits, they offer support for market exams and progression.