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.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
General
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.