Paraplanner - Broadstone, Bournemouth

Posted 4 days ago by Recruit UK

We are working closely with a Chartered Financial Planning firm in Bournemouth who are looking to add an additional Paraplanner to the team.

Ideally, you will be an experienced Paraplanner who enjoys the technical aspect of the role. Candidates who have experience of working within a whole of the market firm would be highly advantageous but not necessary.

You will be working directly with the chartered advisers and a team of administrators.

Main duties include:

  • Research
  • Writing suitability reports whilst ensuring that the clients needs and objectives are met
  • Support the administration team when necessary

It is essential for you to have strong interpersonal skills as well as professional, proactive and positive attitude.

A highly competitive salary of up to £42k is on offer (dependant on experience) with opportunity for this to increase upon attaining chartered status. There are also company benefits such as company bonus and generous holiday allowances as well as free parking!

For more information on this role please contact Angharad Jones on 01179-170413

Required skills

  • Financial Planning
  • Reports
  • Suitability
  • Writing

Application question

Previous Paraplanning Experience?

Reference: 35761359

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