Paraplanner

Posted 16 January by MB Fitzgerald
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MB Fitzgerald are currently working with the successful Financial Planning arm of a leading Accountancy Practice to recruit a Paraplanner.

You will be required to support consultants providing financial planning advice across investments, life insurance, pensions and tax planning for High Net Worth client portfolio. As an experienced Paraplanner within the department, there will be a dedicated team of administrators who will support you providing technical advice to several Advisers and Directors. The role will include research, preparing suitability letters, annual reports and making recommendations for client meetings.

To be considered for this role you will be a motivated and experienced Paraplanner. You will be qualified to a Diploma level or willing to study towards this qualification. Previous Report Writing experience is essential. An excellent opportunity to work within a forward thinking and well respected establishment who will support your progression.

Reference: 37042556

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