Paraplanner

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -

• Level 4 Diploma qualified or working towards this
• Previous experience within an FA Practice
• High level of analytical capability and good communication skills

Our client are a highly reputable Wealth Management firm based close to Chippenham in Wiltshire. They provide financial management advice to private individuals and business owners, specializing in pensions, inheritance tax and investments. Due to expansion, they are opening a new office in Bristol so are looking for experienced Financial Service professionals to join this team

If you are an experienced Paraplanner, this is an excellent opportunity to join a firm with a great reputation. You will have the opportunity to work on a hybrid basis, with time split between the firms modern central Bristol based offices and home working.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner