Our client a very successful national wealth manger is now looking for an experienced IFA administrator to join the growing team.
You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
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.
Are you looking for the next step in your career, in an environment where you can develop and specialise your skills?
What you will be doing
Then join The Avalon Centre as an Assistant Psychologist where you will have the opportunity to work with a dedicated team to make a real difference in lives of some of the most vulnerable people in society.