Financial Planning Specialist
4 weeks ago
We are working with a leading National Wealth Management organisation to recruit an experienced Paraplanner to join their team. The role will involve providing technical paraplanning support to a team of Senior Financial Planners, working closely with both the Planners and Financial Planning Administrators.
About the Role- Provide technical paraplanning support to a team of Senior Financial Planners
- Work closely with Financial Planning Administrators to ensure seamless support
- Contribute to the development of high-quality financial plans and reports
- Minimum Diploma in Financial Planning, with Advanced Diploma qualifications an advantage
- Previous Paraplanning experience and strong technical knowledge, including IHT, Cashflow, VCT's, EIS, Bonds etc
- Strong report writing skills and ability to work independently
- Competitive salary up to £55,000, negotiable for the right candidate
- Full support to attain further qualifications and excellent benefits package
- Opportunities for career development and progression within the organisation
- Flexible working arrangements, with a minimum of 2 days per week in the office
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Stratford-upon-Avon, Warwickshire, United Kingdom mbf. Full timeParaplanner Opportunity at mbf.We are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. The successful candidate will provide technical paraplanning support to a team of Senior Financial Planners, working closely with both the Planners and Financial Planning Administrators.About the Role:Our...
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Stratford-upon-Avon, Warwickshire, United Kingdom mbf. Full timeParaplanner Opportunity at mbf.We are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. This role will provide technical paraplanning support to a team of Senior Financial Planners, working closely with both the Planners and Financial Planning Administrators.About the Role:As a Paraplanner, you...
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Financial Planning Specialist
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom mbf. Full timeParaplanner Opportunity at mbf.We are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. This role will provide technical paraplanning support to a team of Senior Financial Planners, working closely with both the Planners and Financial Planning Administrators.About the Role:As a Paraplanner, you...
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