Experienced Paraplanner

Recruiter
Exchange Street Financial Services
Location
Bristol
Salary
30000.0000
Posted
09 May 2017
Closes
08 Jun 2017
Contract Type
Permanent
Hours
Full Time

Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced Paraplanner to support their fee earners.

Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales support unit allowing each Paraplanner to focus on more technical work.

This is a fantastic opportunity for an experienced individual looking to join a forward thinking practice offering extensive training and support through further qualifications. One of the key selling points of the firm is its commitment to professional development and the ability it has to enable its staff to progress into advisory roles in the future or into a more senior paraplanning role.

Diploma attainment is highly desirable but those working towards this status will be considered.