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Part Time Paraplanner

Posted 19 February by Isme Recruitment Ended

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.

The client will consider either full or part time applicants. (28/30 hours minimum) Salary and benefits negotiable dependant on experience / qualifications.

Essential Skills

  • 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.



Required skills

  • Financial Services
  • Paraplanning
  • Level 4 Diploma

Reference: 34119620

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