Paraplanner

Through ongoing business development and acquisitions this major investment and savings business that blends a strong customer focused heritage with a modern and technology-led outlook is now seeking a Paraplanner for their offices in Bedford.

This is an opportunity where you will join a rapidly growing financial advice business by supporting an experienced team of advisers in all relevant paraplanning and client led activity that includes research, constructing client facing documents e.g. preparation of suitability reports and client letters and client reporting.

Having already achieved the Diploma in Financial Planning (or equivalent), you will already have experience as a Paraplanner gained within an IFA or equivalent environment focused on holistic financial planning for private clients encompassing pensions, investment and protection, together with being people focused approach and s strong organisational, prioritisation and time management skills.

This really is a career opportunity to join a leading and developing organisation at a time of ongoing development that can only provide you with longer-term opportunities.

A full and detailed job description is available on application.