Paraplanner Poole, Dorset

recruitukltd Salary: £30,000 - £32,000 (Negotiable)

Recruit UK are supporting a Chartered IFA practice based in Poole, who provide a comprehensive financial planning service to HNW private and corporate clients across the south west.

Due to business growth they would like to welcome an experienced Paraplanner to the business to work as part of the back office team  to support several advisers with full case support across pensions & investments. You will also be given the opportunity to get involved with client facing activities and client meetings.

You will benefit from exam support towards Chartered status, a generous benefits package, progression opportunities and regular pay reviews to reflect experience.

Requirements;

  • Hold level 4 Diploma in financial planning
  • Previous experience providing paraplanning support to adviser across pensions & investments
  • Experience with Intelligent Office (Advantageous)

For more information on this role, please contact Andrew Daly on 01179-170412. Quote reference 12702

Upload your CV/resume or any other relevant file. Max. file size: 16 MB.