Vacancy Detail

Paraplanner - Bristol

Location: Bristol
Ref: 140 - PPbr - PS
Job description
Paraplanner sought for our Client who have a solid reputation for providing creative financial planning, and advice to a wide range of both corporate and private clients.

The role

This job offers you breadth of experience and development opportunities.

My Client’s Paraplanners have a crucial role in supporting the advisers, and on a day-to-day basis you'll attend client meetings, act as a key point of contact for clients, undertake research into financial products, develop solutions and draft recommendation reports and letters. You'll also be involved in implementing those recommendations and regularly reviewing client portfolios.

The candidate
Ideally, you'll have experience working within a financial planning environment and will have gained, or be working towards, your Level 4 Diploma in Financial Planning.
You will need to be prepared to work under pressure, and operate in a highly procedural environment, with excellent communication skills both written and verbal. You will have excellent technical knowledge and familiarity with a wide range of IT packages is expected.
This is a superb opportunity for someone looking for a unique, challenging and supportive environment
A competitive salary is offered for this role.
If you have high personal energy and a passion for selling, take charge of your career and apply now.

Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.