Paraplanner

  • Location

    Trowbridge, Wiltshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £34000 - £38000 per annum + Bonus and Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2878_1618395926

  • Published:

    27 days ago

  • Expiry date:

    2021-05-14

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

A Chartered & award winning Financial Planning practice are currently in the market to recruit an experienced Paraplanner. The organisation are well established and have an excellent reputation across the South West, they are a medium sized organisation who provide holistic financial planning advice to HNW clients.

Due to expansion, they now have the requirement for an additional Paraplanner to join their team. The role will be based from their offices in Trowbridge; however they are happy to consider individuals who want to work from home a couple of days a week. The role will be supporting a team of successful Financial Advisers, you will be tasked with undertaking research and writing bespoke reports along with a number of other duties.

The client is looking for an individual with previous experience working as a Paraplanner who ideally holds the Diploma in Financial Planning.

In return, the client can offer a competitive basic salary plus good bonuses and company benefits including strong holiday entitlement, pension, life assurance etc.