An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times!
They are looking for an individual that has obtained their level 4 diploma, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
As a Paraplanner you will be providing support to our Financial Planners and ensuring a positive experience for clients.
Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading.
Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this