Are you looking to enhance your career with more technical challenges?
In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times!
They are looking for an individual that has obtained their level 4 diploma, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
If you have just started your journey to obtain your level 4 diploma, have IFA administration or Trainee Paraplanning experience and you are wanting to gain hands on experience and enjoy working within a busy environment then click apply for further details on the role and company!
If you are an individual looking to kick start your career within Paraplanning then this is an opportunity not to be missed!
This Junior Paraplanning opportunity will see you being responsible for supporting the paraplanning team, developing your knowledge and skills in report writing and research!
My client is seeking an ERP Specialist to join the Information Technology department.
The successful candidate will be instrumental in developing, implementing, and troubleshooting our ERP system (Infor Syteline), contributing significantly to the achievement of our business objectives.
Please note - this position is only open to EU/NATO nationals and does not offer visa sponsorship due to the nature of the business.