Paraplanner - Accountancy Practice

MB Fitzgerald
From £30,000 to £35,000 per annum
07 Jun 2017
07 Jul 2017
We are currently working with a well-established South West based Chartered Accountancy practice to recruit an experienced Paraplanner. The client is seeking a Paraplanner to support consultants who provide financial planning advice across Investment Management, Life Insurance, Retirement Planning etc. You will be supporting Senior Financial Planners and will be assisted by a qualified and professional team of office based Administrators. The role will include research, preparing suitability letters, annual reports and making reports for client meetings. To be considered for this role you will be an experienced Paraplanner with a strong understanding of the market. You will ideally be Diploma qualified, although if you are within two exams you will also be considered. There is also the opportunity to work from home as long as you are able to come into the Taunton office on day a week. This job was originally posted as

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