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.
Reed Financial Services are pleased to be representing one of the Top 50 firms for financial planning in the UK.
The firms' advisers are qualified to Level 6 chartered status and their technical team to Level 4 diploma level (with many working toward their level 6 chartered status).
The successful team is growing and looking for a Senior Paraplanner to join on a hybrid basis.
Reed Financial Planning are actively looking to recruit a Trainee Paraplanner on a permanent basis to join a longstanding client of ours within their expanding Financial Planning team.
As the Junior Paraplanner, you will play a crucial role in supporting their clients' financial goals by providing accurate and comprehensive planning assistance.
It truly is a very exciting time to join this growing team in their contemporary office in Gloucester which offers free parking, ongoing support with training including professional exams and genuine progression.