Senior Paraplanner

  • Location

    Bristol

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + Bonus and Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3033_1625573567

  • Published:

    26 days ago

  • Expiry date:

    2021-08-05

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

A highly successful and fast growing Financial Planning organisation are currently in the market to recruit a Senior Paraplanner to join their team. The organisation has gone from strength to strength over the last 18 months, they have strong backing and ambitious plans for the future.

They are looking for a Senior Paraplanner who is Diploma qualified as a minimum to join them. To be considered you will need to have at least 3 years Paraplanning experience and excellent technical skills.

The role will involve supporting a team of very successful Financial Planners, acting as a main point of contact for clients for technical queries, undertaking research, producing accurate suitability reports etc.

The client is looking for a senior individual and are happy to pay above market rate to get the right person on board. They are offering a basic salary to £50,000 + bonus and benefits including PMI, 6% Pension, income protection and more.