An established and thriving Wealth Management firm based in heart of Bath are seeking an experienced Paraplanner to join their Private Client Team. This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to two whole of market Advisers, with additional support from the Private Client Administrator.
Responsibilities include writing full Financial Planning reports, conducting full market product research and liaising with Clients and product providers.
The successful candidate must have experience in an IFA/Wealth Management environment and be able to write suitability reports. Experience of platforms is desirable and the Diploma is preferred although not essential.
This is a sought-after opportunity working for an exclusive name in the market offering a highly competitive salary.