Our client, a family run IFA firm based just north of Bristol are expanding. They require an experienced Paraplanner to join their friendly, client-focussed team.
You should have:
- Four+ years relevant experience in a financial advisory firm or similar
- Passed at least three CII exams or equivalent
- Client report writing experience
The position presents a fantastic opportunity for someone looking to progress their career in the financial services industry, whether that's via support with professional exams, greater interaction with clients or attending industry events and building a wider network.
Being part of a small firm means you will really will be involved in every area of the business.
Further information and a full job description can be found on the Skilling Gate Job Board.
- Customer Service
- Financial Services
- Part Qualified
- Report Writing
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