Paraplanner

  • Location

    Bridgend

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £45000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3287_1637056096

  • Published:

    15 days ago

  • Expiry date:

    2021-12-16

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

MB Fitzgerald are working with a Chartered Financial Planning practice based in Bridgend to recruit an experienced Paraplanner. Our client is a friendly & professional firm of financial advisers, they are a fully independent and chartered practice that offer holistic advice.

They are now seeking to recruit an experienced Paraplanner to join their team. This is a vital role within the company and will involve supporting the companies Financial Planners, Directors and clients. It will be a hands on and busy position, as a result the client is only considering individuals who have worked in a similar role previously.

You must have experience in a Paraplanner role and will ideally hold the Diploma in Financial Planning.

The client offers an excellent working environment for staff and as a result have a very low staff turnover. They will provide you with any necessary training & support, help with market exams and opportunities for progression should you want to. Basic salary to £45,000 + bonus and company benefits.