Paraplanner - Chartered Accountancy Practice

MB Fitzgerald
05 May 2017
04 Jun 2017
Contract Type
Full Time

We are currently working with one of the South West’s largest and most reputable Chartered Accountancy and Financial Planning organisations, due to continued expansion our client now has the requirement for an experienced Paraplanner to join their team.

The client has a number of offices across the South West and well over 200 well qualified and experienced members of staff - they advise family businesses, corporate businesses, professional practices, private clients and not for profit organisations.

You will be a technical Paraplanner within the team and your role will be to support two Financial Planning Consultants based in the office. You will be required to produce suitability reports, conduct fund research, produce fact finds and attend client meetings where required.

You will be supported by an administration team who will undertake the majority of the basic admin, therefore maximising your time spent with the Consultants undertaking technical Paraplanner tasks.

An excellent opportunity to work within a forward thinking and well respected establishment. You will be given full support for market exams and will have the opportunity to further progress within the company.