Paraplanner (Part Time)

Posted 30 July by Skilling Gate

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.

Flexible hours.

Further information and a full job description can be found on the Skilling Gate Job Board.

Required skills

  • Customer Service
  • Financial Services
  • Paraplanning
  • Part Qualified
  • Report Writing

Reference: 35748271

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