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Paraplanner

Posted 5 January by MB Fitzgerald Ended

An established and thriving Independent Financial Planning practice with a number of offices in the South West and West Midlands currently require an additional Paraplanner to join their growing team in Cheltenham.

This is a fantastic opportunity for an experienced Paraplanner to take on a new and exciting challenge providing full support to two whole of market Advisers. Responsibilities will include writing full Financial Planning reports, technical research, analysis and file preparation.

The successful candidate must have experience working within an IFA environment as a Paraplanner, you should be Diploma qualified or within two exams. This is an excellent opportunity to join a growing company with an excellent reputation, the client will provide full support for all market exams and actively support staff to further progress within the business.

Required skills

  • Paraplanning

Reference: 34147572

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