Paraplanner - Wealth Planning Arm of Accountancy Practice - York

MI Search Ltd
30000.00 - 40000.00 GBP Annual
01 Oct 2019
16 Oct 2019
Contract Type
Full Time

This respected independent chartered accountancy, audit and advisory firm with a long history or providing an excellent service to its clients is currently seeking a paraplanner to join the wealth planning team based in their York office.

In this role you will work as part of a dedicated support team working closely with the independent financial advisers in ensuring that the very best financial planning advice and service is offered to their clients.

In this role you will benefit from working as part of an established support team of administrators and paraplanners and an environment where you can learn and develop from colleagues and also be supported by the firm with professional development and taking further qualifications. Progression from this role into an independent financial adviser role is possible.

You must be an experienced paraplanner, ideally hold or be working towards level 4 Diploma status (CII or equivalent) and be keen to work towards level 6 Chartered status (CII or equivalent).

Basic salary to GBP40,000, benefits and free parking available.

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