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.
Our client, a reputable organisation in the Bath area, is seeking a motivated individual to join their team.
As a Field Sales Support, you will be responsible for travelling to various locations in a day to check if retailers are utilising card terminals and offer assistance for those interested in implementing them.
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