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Financial Technical Support Advisor - Paraplanner

Posted 27 February by Isme Recruitment Ended

Our client are a growing wealth management business, who are looking to expand their existing team. At their offices based in Westbury on Trym, they offer high quality independent financial advice to their clients. There is also an opportunity for this role to part-time if this is desirable for a suitable candidate.

They would like to recruit a Paraplanner to work alongside their IFA’s. You will be part or fully qualified and currently work in a similar role with senior administrative experience. The role can be slightly tailored to play to the strengths of the particular individual. This is a vibrant and fun team environment, it is key that they find the right individual to join them.

Essential Skills

  • Excellent report writing skills

  • Ability to analyse statistics

  • Ability to conduct research for appropriate providers and investments

  • Good understanding of compliance issues

  • Excellent time management skills

  • Good interpersonal and IT skills

  • Min of 3-5 years experience in a similar role

  • Part qualified as an IFA

This is an opportunity to join a friendly and expanding team, who are well established in the South West and beyond.



Required skills

  • Financial Services
  • Paraplanning
  • Level 4 Diploma

Reference: 34566210

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