Paraplanner - Leading Accountancy Practice

Recruiter
MB Fitzgerald
Location
Bristol
Salary
25000.0000
Posted
11 Mar 2017
Closes
10 Apr 2017
Contract Type
Permanent
Hours
Full Time

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.