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Paraplanner (Pensions Management)
2 months ago
Paraplanner Permanent, Full-Time
Bath – Hybrid
£Meraki Talent is partnered with a UK-widee Financial Services firm to support the recruitment of an experienced Paraplanner to their team based in Bath. This is a full-time, permanent opportunity offering a salary of £45,000 depending on experience and a hybrid working model.
Applicants should have a technical background, with strong attention to detail with hands-on approach, and be qualified to Diploma in Financial Planning (DipPFS), or level 4 equivalent, with a desire to progress to Chartered status.
Meeting with a group of financial planners, and sharing meaningful content
Carrying out technical research and analysis
Paraplanning, Level4, DipPFS, Suitability Reports, Clients, Financial Planning
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