Paraplanner

Recruiter
MB Fitzgerald
Location
Taunton
Salary
28000.0000
Posted
17 May 2017
Closes
16 Jun 2017
Contract Type
Permanent
Hours
Full Time

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.