Paraplanner

  • Location

    Bath

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3828_1657268480

  • Published:

    about 1 month ago

  • Expiry date:

    2022-08-07

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

Mbf are currently working with an award winning, fast growing Financial Advisory business to recruit a Paraplanner. Our client has offices across the UK, they are fully independent and work with HNW & UHNW clients across the country.

Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Due to the technical nature of the role, only individuals that hold the Diploma in Financial Planning as a minimum will be considered. You will also ideally have 3+ years experience working within a Paraplanning capacity.

The role will be based from the Bath office but they offer flexible working with a split between the office and home.

They are offering a basic salary to £50,000 + bonus and excellent company benefits. Most importantly you will be joining a reputable organisation with job security and plenty of scope for progression.