BATH
The opportunity for an experienced Protection Adviser Support to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
The Opportunity
During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.
You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.