Paraplannerat Talent Finder
TTalent FinderMiddle Burnham, Burnham-On-Sea
Middle Burnham37.5 hours per weekOn-sitePermanent
annual salary£26,000 – £35,000per year
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join our dynamic team as a Paraplanner in scenic Burnham-On-Sea, where your expertise will help clients navigate their financial futures. If you're passionate about providing tailored advice and thrive in a collaborative environment, this role is perfect for you!
what you'll get
competitive salaryBased on experience and qualifications
training opportunitiesOngoing professional development
what you'll be doing
1Client LiaisonEngage with clients to understand their financial objectives.
2ResearchConduct in-depth research to support financial planning.
3Report PreparationPrepare detailed reports and documentation for client meetings.
4CollaborationWork closely with financial advisors to deliver exceptional service.
what you'll need
experience2+ years in finance
hours37.5 hours per week
startasap
Attention to detailAnalytical thinkingCommunicationFinancial knowledgeTeam player
Talent Finder is hiring a Paraplanner in Bristol. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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