Paraplanner

Recruiter
Financial Divisions
Location
Bournemouth, UK
Salary
Competitive
Posted
16 Jun 2019
Closes
26 Jun 2019
Ref
1084254246
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Ref CRO/MK

Paraplanner

Bournemouth

£30-40k

Are you an ambitious Paraplanner looking for a new position? Would you like to work for a small but very successful practice, who encourage everyone to have their say and expect everyone to contribute and make a difference?

Due to an internal promotion, they are looking for a Paraplanner to join the team and support the Director. The role of the Paraplanner will be fully comprehensive where you will attend client meetings, carry out detailed research, prepare recommendations, produce detailed suitability reports and ensure the cases are documented to the required standard. You will be actively involved in preparing and managing the ongoing client review process.

The company offer a competitive salary, pension scheme, , study support and structured career path to Adviser and a great environment to work in.

As the Paraplanner, you will be close to completing your Diploma in Regulated Financial Planning. You will have the ability to build good working relationships with clients and colleagues and be highly effective with time management and organisation skills.

For immediate consideration for the Paraplanner position, please contact Madeleine Kerrane

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