Our client are a top 50 accountancy firm who focus on accountancy and financial planning with offices throughout the South West. They pride themselves on providing outstanding accountancy and financial planning services. Their financial planning team is growing and they are looking for a talented, service focused Paraplanner to join their offices in Yeovil.
The right candidate is brilliant at preparing and prioritising work, and is experienced in providing compliant suitability reports. They are also be a confident communicator and can liaise with clients on advice matters and transactions.
As a Paraplanner, you are absolutely crucial to the success of the Financial Planning team. Without your technical guidance, workflow management and ability to construct solutions the clients would not be satisfied and the team would not function.
If you are currently working towards your Diploma in Financial Planning and have proven experience of working in a financial environment then I would love to hear from you.