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Junior Paraplanner

  • Shortlist
Location weston super mare , Somerset
Sector Financial Services
Salary £24,000 - £28,000 Per Annum
Type Permanent
Consultant Keith Leung
Ref 68807

Junior Paraplanner

Location: Weston-super-Mare / Gillingham (Dorset)

Salary: £24,000 – £28,000

The opportunity for a Junior Paraplanner to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.

The Opportunity

During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. 

  • Preparing and maintaining the client file
  • Preparing recommendations
  • Implementing recommendations
  • Client Review 
  • Support & Development

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have:

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.