We are currently working with a Chartered Accountancy practice to recruit for an Experienced/Senior Paraplanner. Working out of their growing Financial Planning division you will be required to provide support to a team of qualified and service orientated Financial Planners.
Responsibilities include writing full Financial Planning reports, conducting market product research and liaising with clients and product providers
You will have a dedicated team of Administrators working with you, they will provide you with technical support. This will allow you to spend more time with the Financial Advisers
You should have at least three years experience working as a Paraplanner within a similar organisation and will have the Diploma in Financial Planning, any further exams towards Chartered would be advantageous.
This is an excellent opportunity to join a market leading organisation that will support you for all market exams and will help you to further progress within the company.