As a Paraplanner, you will play a pivotal role in supporting our financial advisers by providing comprehensive technical analysis and ensuring the delivery of high-quality financial advice.
You will liaise with clients, providers, and colleagues, so strong communication skillsboth written and oralare essential.
General
Join a well-established and respected independent financial advisory firm known for its strong reputation across Dorset.
Following a strong period of growth, they are seeking an experienced full-time para planner to join their growing team based between Wimborne and Ferndown.
My client is a leading Financial Planning & Accountancy practice with three offices across Dorset.
Posted by Capio Recruitment Financial Planning • £35K/yr to £38K/yr
Having multiple offices in the South, they are an established business that provide a holistic service.
This is a superb opportunity to join a highly regarded, IFA Firm that provide a comprehensive, tailored, client-centric service across a wide range of Financial Planning needs.
They have an excellent reputation and a well-established client base along with professional introducers from local accountancy and legal practices.
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