Paraplanner
South of Bristol
Office based role
Up to 45k
This role is best suited to those with 2+ years' experience within Paraplanning. The company is also open to speaking to senior administrators or junior paraplanners with report writing experience. You will have the opportunity to speak to clients and attend meetings in the future, allowing progression potential. Working towards or having achieved Level 4 diploma is a preference. Salary up to £45k
The Business
The business is a chartered financial planning firm based just south of Bristol and has been in operation almost 10 years. The sustained growth of the company has been completely organic, based solely on reputation, with most recommendations coming from happy clients. The supportive office promotes a learning culture, offering study support, training and internal promotions.
The Role
Within the role you will be working within the paraplanning team, supporting the Advisors. You will be writing suitability reports and conducting research across IHT planning, Investments, Pensions, bonds, trusts & VCT's. You will also produce tax calculations, including inheritance tax, capital gains tax, chargeable gains and annual & lifetime allowance. You'll be part of a team that believes in doing the right thing for clients with no sales targets.
The Benefits
- Salary up to £45k
- 12:45 finish every Friday
- Discretionary bonus
- Non-contributory pension scheme (8% Employer contribution)
- 25 days holiday + Bank holidays
- Private health insurance
- Group life cover
- Study support
- Free parking
If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
Synonyms
Report writer, Report writing, Paraplanning.