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.
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.
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.
- Financial Services
- Level 4 Diploma