Job Details


Location: Weston-super-Mare, United Kingdom

Reference: EH91

Type: Permanent, full-time

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We are currently looking for an experienced Paraplanner to join our client in either their Taunton or Weston office.

Ideally (although not essential), the successful candidate will have the following experience, skills and attributes:

Dip PFS or equivalent and working towards Chartered status
A sound knowledge of Investments, Pensions & IHT Planning
Knowledge and understanding of Centralised Investment Propositions
Previous experience in a similar role
Excellent IT office skills including Word, PowerPoint and Excel
Excellent communications skills
Experience of Cashflow modelling Software e.g.: Voyant and Cashcalc
Experience of using research tools such as FE Anayltics, Morning Star & Selectapension
Knowledge of Trusts
In return our client offers a fantastic place to work with a competitive and flexible benefits package. Salary is competitive based on skills, qualifications and experience.

If you would like to be considered for this role then please send your cv today for consideration.

Change Recruitment Services Limited provides services as an Agency and an Employment Business, and is committed to equal opportunities