Report Writer/Trainee Paraplanner

MB Fitzgerald
16 May 2018
15 Jun 2018
Contract Type
Full Time

We are currently working with a National Wealth Management organisation to recruit a Financial Planning Report Writer. The client has a number of offices across the UK but this will be based out of their Head Office in Bath.

Our client are a highly reputable company, they are a forward thinking business that have grown organically. Due to the continued growth there are now seeking to recruit a Report Writer to provide an efficient report writing service to the Paraplanning team.

To be considered for this opportunity you must have a strong interest in Financial Services and Financial Planning. You will ideally have experience working within a Financial Planning/Wealth Management organisation but candidates with wider Financial Services experience will also be considered. Graduates who have a passion for Financial Services and want to get a foot in the door within a reputable organisation will be considered.

Within this role you will have a built-in development plan to progress into a full Paraplanning position in the future. You will be provided with full training, support and guidance to further your career and will be fully supported for market exams.

You will be offered a competitive basic salary an excellent benefits package and the opportunity to join a highly respected organisation with excellent development opportunities.

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