Paraplanner

  • Location

    Bridport

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £35000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3177_1632309434

  • Published:

    27 days ago

  • Expiry date:

    2021-10-22

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

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.