Paraplanner - Wealth Management firm

Posted 5 March by MB Fitzgerald Easy Apply

Our client is a global insurance organisation with offices across the UK, their current requirement is for an experienced Paraplanner to join the businesses Wealth Management division based in Bath. You will be a technical Paraplanner within the team and your role will be to support two Financial Planning Consultants based in the office. You will be required to produce suitability reports, conduct fund research, produce fact finds, attend client meetings where required and regularly liaise with Investment Managers & Insurers. You will be supported by both a Junior Paraplanner and an administration team who will undertake the majority of the basic admin, therefore maximising your time spent with the Consultant and undertaking technical Paraplanner tasks. You will be joining a forward thinking organisation with offices across the UK, they will offer excellent progression as well as support to attain the Diploma/Chartered status in Financial Planning.

Reference: 33782091

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