Posted 17 October by MB Fitzgerald
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A position has come available for an experienced Paraplanner working with a successful and fast paced Chartered Practice in Bournemouth.

This is a forward thinking, dynamic organisation that provide holistic financial advice to an established HNW client bank, therefore previous experience within a similar role is essential.

You will be working within a team supporting an experienced Financial Planner. You will be responsible for; research, report writing, speaking with clients, and being the first point of contact for all external clients and professionals.

Due to exciting growth plans this highly respected organisation intends to instigate a rapid career development plan for the successful candidate which makes this a very attractive opportunity within today's market especially for individuals seeking to become an IFA.

The ideal candidate must have experience in an IFA environment, have industry known certificates, and ideally DipPFS qualified.

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Wealth Management
  • Paraplanner

Reference: 35331010

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