Paraplanner

  • Location

    Chelmsford

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £40000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH3238_1635335130

  • Published:

    about 1 month ago

  • Expiry date:

    2021-11-26

  • Consultant:

    ConsultantDrop

Our client is a well established Financial Planning business with offices in Chelmsford, Essex.

Due to ongoing growth within the business and increasing business levels, they now require an experienced Paraplanner to join their team.

You will be part of a highly professional and qualified paraplanning team that provide technical support to the Financial Planners of the business. Daily duties will include; bespoke report writing, producing fact finds, investment research, regularly speaking with clients over the telephone and attending client meetings when required.

The successful candidate will hold their Diploma in Financial Planning as a minimum and any further CII qualifications would be considered advantageous. Candidates within two exams of their Diploma may also be considered.

This is an excellent opportunity to join a reputable and well known organisation who are highly regarded in the market.

Salary to £40,000, Bonus & Benefits