Paraplanner

  • Location

    Bridgwater, Somerset

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £37000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2294_1579267043

  • Published:

    9 months ago

  • Expiry date:

    2020-02-16

  • Startdate:

    ASAP

  • Consultant:

    #

A fully independent and chartered financial planning practice currently have the requirement for a Paraplanner to join their long established, friendly team. You will be working on a 1-2-1 basis with a Senior Financial Planner/Director and will be responsible for providing support.

The role includes managing new and existing relationships and ensuring that all research and necessary reports are completed on a timely basis with the ultimate aim of freeing up time for the Adviser.

My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards. Candidates will ideally be qualified to DipPFS level (although exceptional candidates working towards this may also be considered).