Paraplanner

Paraplanner
Location: Gloucestershire - Commutable from Bristol, Swindon, Bath and Wiltshire.
Salary: GBP30,000 - GBP50,000 per annum

Ambridge Harris are currently supporting a prestigious Wealth Management firm in recruiting for an office based Paraplanner.

Our client provides comprehensive advice on investments, pensions, tax planning, estate planning and all aspects of professional financial advice.

The successful candidate will be able to provide a high level quality service on a professional but personal basis which reflects their clients' needs and expectations. They will be responsible for the preparation of letters of advice and reports for private clients that meet holistic financial advice needs and are in line with FCA rules and the firm's procedures.

Previous experience in a Paraplanning role and a passion for developing a career as a Paraplanner is essential. Ideally you will be qualified to chartered status or studying towards this level.

Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please note that on this occasion your application has not been successful

Ambridge Harris is committed to equal opportunity and diversity. Ambridge Harris will not discriminate on unlawful grounds.