A boutique firm of Financial Advisers in Bridport are seeking to recruit an additional Paraplanner to join their team. The business is fully independent, they provide holistic advice a range of private clients across the West Country.
They are looking to recruit a Paraplanner who can provide support to the firms Director & Financial Advisers. Duties include:
- Prepare for client meetings
- Use cash flow modelling tools to prepare a lifestyle financial plan
- Prepare compliant suitability reports
- Undertaking technical research and financial analysis to allow the advisers to identify solutions
To be considered you must have experience working as a Paraplanner and will ideally hold the Diploma in Financial Planning or equivalent.
You will be joining a friendly company who offer full training and support. You will also be supported by the in house Administrators which will allow you to focus on more technical duties.