Paraplanner - Financial Planning & Investment Management

We are currently working on an exclusive basis with a reputable wealth management business with offices in both Bristol and London. The organisations head office is based in Bristol however due to a number of acquisitions over the past 18 months, they are now looking to bolster the London based team.

Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity (within three years).

This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.

You will be joining a well known and highly respected organisation with excellent career development opportunities.