Paraplanner Trainee Planner

2 days ago


Bishop's Stortford, United Kingdom mbf. Full time

MBF. are currently working with a well established firm of Chartered Financial Planners who are looking to recruit an experienced **Paraplanner/Trainee Adviser**to join their team working from beautiful offices near Bishops Stortford.

The company have a successful, close knit team and pride themselves on their hard-working, friendly working environment and the exceptional service they provide to their clients.

The role:

- The role is to provide technical support to the company's Financial Advisors; Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to their small team of FinancialPlanners
- There is clear scope for progression inot an Advisory role in the future if that is your goal

**Requirements**:

- You should have a strong product knowledge of all financial services
- You MUST be able to write clear and concise reports adhering to compliance regulations

On Offer:

- Excellent opportunity to become an integral member of a small but highly successful business
- Competitive basic salary of up to £50,000, negotiable depending on experience and qualifications
- Great benefits package including Pension, DIS, PHI, study support etc
- flexible working up to 2 days per week


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