Job Title: Paraplanner
Location: South Bristol
Salary: £30,000 - £42,000
The Company:
This position is to join a boutique, ambitious firm of Chartered Financial Planners based in the South of Bristol.
They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, and provide an excellent level of service to all their clients. They have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this.
Some of the benefits on offer include exam support, friendly, collaborative working environment, early finish on a Friday, and further progression within the firm.
They are looking for a Paraplanner to join their friendly team and someone who can help contribute to the business success. This is a great opportunity to get involved with multi areas of advice and develop your technical experience.
The Required Skills:
- Experience of working within a Financial Planning firm in a similar position
- Previous suitability report writing experience
- Level 4 Diploma in regulated Financial Planning
- Additional PTS qualifications such as G60, AF7 or AF3 desirable
- Ability to be proactive and manage own workloads
- Strong attention to detail
- Excellent IT skills with knowledge of Office365 systems such as Excel, Word and Outlook
If you are interested in discussing this position, then please get in touch with Capio Recruitment.