Job Information

Paraplanner. Salary from £35k - £40k DOE. 25 Days Holiday +Bank Holidays. Discretionary Bonus. 5% Employer Pension Contribution. Monday-Friday 8.30am-5pm (Flexible).

Wealth Management Firm in the Swindon area looking for a Paraplanner to join their team, Salary up to £40,000

PARAPLANNING EXPERIENCE IS A MUST!

Main duties will include:

Supporting the Financial Advisers in research
• Preparing Client Review, financial plans and suitability reports
• Assisting the Financial Advisers with Client presentations
• Assisting the Technical Manager with annual technical reviews of services and products

Experience needed:

• Minimum 3 years` experience with a Level 4 Diploma

For further information please call David Barber at Cameron James or apply today