Paraplanner - national organisation

  • Location

    Bath

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £40000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2791_1636466264

  • Published:

    22 days ago

  • Expiry date:

    2021-12-09

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

MB Fitzgerald are currently working with a National Financial Planning business who are looking to recruit an additional Paraplanner for their Bath office. The business is a market leader and are now ready to continue their planned expansion.

As a Paraplanner you will be working in a busy team supporting the company's Financial Planners and their clients. You'll be responsible for delivering a compliant, highly technical, well-researched and quality paraplanning service. You will work closely with the Adviser's, researching and analysing suitable products in line with their recommendations and writing clear reports to outline this.

We are looking for a candidate that can 'hit the ground running' and as such candidates MUST have experience in a Paraplanner role. Candidates MUST also be level 4 qualified. You should be a competent report writer and have a strong knowledge of all financial planning products.

On offer is a generous salary and benefits package as well as the opportunity to progress your career at a leading Financial Planning organisation.