Junior Paraplanner
Salary
Salary - 28,000 - 33,000 (dependent on experience)
Location
Job Type
Full Time
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A successful Financial Planning practice in the borough of Bridgend, our client has a growing practice and is now looking to employ a Junior Paraplanner who has previous experience within the industry.
This is a busy practice who provide financial planning, wealth management, and tax advice to both personal and corporate clients and have an excellent reputation and standing within the industry. The Junior Paraplanner will ideally have the Level 4 Diploma qualification (or working towards).
The role will entail:
*Working closely with the Senior Paraplanner and back office team
*Providing paraplanning support to a team of advisers
*Preparing and writing suitability reports
*Researching and analysing products
*Providing client liaison and answering any questions and queries
*Ensuring Compliance procedures are adhered to at all times
In return, our client is offering a very competitive salary of between £28,000 – £33,000 (dependent on background and experience) + benefits with the opportunity to work with a successful financial planning firm.
For further information regarding this role please contact Ryan Bartlett on [email protected] or
01179 170410 / 07399 163960
Ref – 12914
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