Paraplanner

☞ MB Fitzgerald Recruitment

View: 107

Update day: 07-05-2024

Location: Bath South West

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting Insurance Financial Services

Position: Entry level

Job type: Full-time

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Job content

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to join their Bath office. Our client is a highly reputable Wealth Manager with offices across the UK. 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.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity.

This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.

You will be joining a well-known and highly respected organisation with excellent career development opportunities.
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Deadline: 21-06-2024

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