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Paraplanner - Trowbridge - Firm of Chartered Accountants

  • Location

    Trowbridge

  • Sector:

    Financial Services, Paraplanner

  • Job type:

    Permanent

  • Salary:

    Excellent Salary & Benefits Depending on Experience

  • Contact:

    Will Langdon

  • Contact email:

    will@clark-wood.co.uk

  • Job ref:

    WL-11871

  • Published:

    20 days ago

  • Expiry date:

    2019-09-06

  • Consultant:

    Will Langdon

Clark Wood is delighted to be working with a forward thinking firm of Chartered Accountants in Trowbridge who are currently looking for a Paraplanner to join their Financial Planning arm.

Financial Planning is a growing area of the business, they have an expanding client base and this would be an exciting time to join the company.

The Paraplanner position is an important part of the team, liaising with clients, fellow team members and Advisers to deliver high quality, comprehensive and compliant recommendation reports, alongside excellent administration and customer service.

It essential that our Paraplanners comply with, and have an excellent understanding of, current regulation, that they keep up to date with industry and technical changes and have a keen interest in wider financial issues.

The successful individual will have at least the Level 4 Diploma in Financial Planning, with a desire to develop further and work towards Chartered status.

For more information on this position please contact Will Langdon at Clark Wood – will@clark-wood.co.uk / 01173291054