Posted 5 April by MB Fitzgerald Easy Apply

Our client is a boutique financial planning business with offices in Paignton, Devon. Their current requirement is for an experienced Paraplanner to join the growing team to help with continued increased business levels.

This organisiation specialise in providing both private client and employee benefits advice to clients within the South West and London. Their current requirement is for a Paraplanner to join the business to provide technical support to an Adviser on a one to one basis. Duties will include; technical report writing, undertaking research on funds, assisting the Adviser with meeting preparation, attending client meetings etc.

Candidates will ideally hold their Diploma in Financial Planning although this is not essential. You will be offered excellent opportunities to develop your career as the business provide full financial backing for exams.

Required skills

  • Paraplanner or Paraplanning or Wealth Management or Financial Planning

Reference: 34832388

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