Job Title: Paraplanner
Location: Bristol
Salary: £30,000 - £40,000
The opportunity to join a leading financial planning firm dedicated to providing exceptional wealth management services to their clients. Their team of experienced professionals is committed to delivering tailored solutions and comprehensive support to help their clients achieve their financial goals.
As a Paraplanner you will play a crucial role in supporting their experienced financial advisers and ensuring the smooth operation of their financial planning processes.
They offer a fantastic working environment and culture as well as a comprehensive benefits package and flexible working. Development and progression is something they love to push as a company, allowing you to develop your knowledge and progress through the company.
Responsibilities:
- Providing excellent support to their team of experienced Advisers
- Preparing suitability reports
- Updating back-office systems
- Preparing client documentation
- Submitting new business
- Liaising with providers
Requirements:
- Previous experience working in a similar Paraplanning position
- Excellent skills in both written and verbal communication
- Willingness to develop and undertake industry relevant qualifications
- Level 4 Diploma or working towards desirable
- Excellent time management and organisational skills
- Proficient using back-office systems, provider platforms and other IT systems