Assistant Paraplanner

Posted 11 March by MB Fitzgerald
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We are working with a leading national wealth managers who currently have a requirement for and Assistant Paraplanner to work alongside one of their Senior Financial planner on a 1-2-1 basis.

As an Assistant Paraplanner, you will work closely with the Senior Planner and be the main point of contact for their HNW client bank. You will provide a full support service as well as undertaking some lower level paraplanning duties. My client is seeking a candidate who sees financial planing as their career with the expectation being for the candidate to propgress steadily through the ranks to Financial Planner status in the long term.

To be considered for this opportunity you will have previous experience within either a Senior IFA Support or Junior Paraplanner capacity. Candidates will ideally hold their Certificate in Financial Planning and any further exams toward the Diploma would be considered highly advantageous.You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in to a full Paraplanner role in the future.

A unique opportunity for a candidate on the upward curve of their career seeking a route to adviser status.

Reference: 41372976

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