Paraplanner - Leading Accountancy Practice
We are currently working with the Financial Planning division of a successful South West based Accountancy business to recruit an experienced Paraplanner.
Based within the Bristol office, you will be working alongside the Financial Planners providing high levels of technical support ensuring the clients needs are met. The role will involve constructing appropriate solutions for clients and making recommendations in conjunction with the Financial Planner as well as preparations for client meetings, drafting written communications and liaison with clients on advice matters and transactions.
To be considered for this role you will be a motivated and experienced Paraplanner. Candidates will ideally have the Diploma in Financial Planning although those working towards will also be considered. This is an excellent opportunity to join a market leading and well respected organisation.