MB Fitzgerald are working with a fully Independent Financial Planning practice based on the outskirts of Cardiff to recruit a Senior Paraplanner/Paraplanner Manager. The business works at the top end of the market, dealing with HNW & UHNW clients they have grown considerably over the past few years and will continue to do so.
They now have the requirement for an experienced Paraplanner to join their team. The role will focus on managing a team of Paraplanners/Trainee Paraplanners and providing technical support to Financial Planners. To be considered you MUST be fully Diploma qualified and will ideally be working in a similar position - Paraplanners looking to take the next step of their career into a management/senior type position will also be considered.
The client will provide full support for all market exams to achieve Chartered status (if not already attained). They are also offering a competitive basic salary plus bonus (X2) and a good benefits package including - 28 days holiday + bank holidays, pension, PMI - free parking etc. They are also able to offer some flexible working.