Senior Paraplanner

  • Location

    Woking, Surrey

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH2681_1606298685

  • Published:

    2 months ago

  • Expiry date:

    2020-12-25

  • Consultant:

    #

An established and highly profitable wealth planners based in Woking currently have an opportunity for an experienced Paraplanner to join their team. This organisation have double in size over the last 18 months and are in the process of introducing on in House DFM. This vacancy will be working closely with a Chartered Financial Planner and you will be attending client meetings from day one. My client is ideally seeking a technically sound Paraplanner who is going to be working comfortable working in technical capacity for the forseeable future. The vast majority or clients working within the media industry so candidates must be highly personable and comfortable with a great deal of client contact. You must also have an in depth understanding of pension and investment products. You will be DipPFS qualified or close to and have a professional background within wealth management. In return, my client is offering a highly attractive salary and benefits package along with the opportunity for genuine career development at the top end of the market.