We are working with a leading wealth management firm based in the centre of Bristol looking for a Senior Paraplanner to join their business.
Ideally, you will have a minimum of 2 years paraplanning experience, with a minimum of the level 4 diploma. You will hold AF3/AF7 and will be keen to continue your qualifications to become chartered. The ideal candidate would have had exposure to IHT’s and VCT’s
You will be liaising directly with financial planners and assistants.
Your main role will be to research solutions for the clients and draft a clear and effective report presenting recommendations for the client.
You will receive full exam support, a generous basic and company benefits.
For more information on the role and the company please contact Louise Bibb on firstname.lastname@example.org or 01179 170416
Please quote reference 12261
To apply for this job email your details to email@example.com