Our client are a well established Financial Planning business with offices in Wells.
Due to on going 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 ideally hold their Diploma in Financial Planning as a minimum and any further CII qualifications would be considered advantageous. Those who are studying towards Diploma but have at least 1 year of Paraplanning experience will also be considered.
This is an excellent opportunity to join a reputable and well known organisation who are highly regarded in the market.