An established and thriving Financial Services group based in Taunton are seeking to recruit an experienced Paraplanner to join their Private Client team. This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to two whole of market Advisers, with additional support from a team of Private Client Administrators.
Responsibilities include writing full Financial Planning reports, conducting full market product research etc.
The successful candidate must have experience in an IFA/Wealth Management environment and be able to write suitability reports. Experience of platforms is desirable and the Diploma is preferred although not essential. This is a sought-after opportunity working for an exclusive name in the market offering a highly competitive salary and company benefits.