Paraplanner - Home Based

  • Location

    Bristol

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + bonus, Pension etc

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3757_1654585002

  • Published:

    26 days ago

  • Expiry date:

    2022-07-07

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit an experienced Home Based Paraplanner. Our client holds Chartered status, they are fully independent and have an excellent reputation.

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.

If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.

The client is offering a very competitive package including basic salary to £50,000 + 10% bonus and excellent company benefits. This is an excellent opportunity to join a reputable Financial Planning organisation that value their staff.