MB Fitzgerald
18 May 2017
16 Jun 2017
Contract Type
Full Time

Our client, a well-established South West based Chartered Accountancy practice now require an experienced Paraplanner to join their growing Wealth Management division.

You will be required to support one highly successful Financial Planner who provides advice across investments, pensions, tax planning and life insurance to a high net worth South West based client portfolio.

As an experienced Paraplanner within the department, you will be one of the most senior members of the team. You will have a dedicated team of Administrators who will support you directly, they will undertake the administration allowing you to spend more time on more technical Paraplanning responsibilities.

The role will include research, preparing suitability letters, annual reports and making recommendations for client meetings. To be considered for this role you will be a motivated and experienced Paraplanner. You will be qualified to a Diploma level as a minimum or within one exam. An excellent opportunity to work within a forward thinking and well respected establishment.

You will be joining an award-winning company who will support you for all market exams, you will also be provided full training where required.