Due to continued success our client has exclusively appointed us to assist them in their search for an experienced Paraplanner to join an existing team who provide support to some of company’s highest producing Advisers.
Working from their Bristol Office your role as Paraplanner will include product research, providing accurate reports based on clients’ financial needs and ensuring that all sales opportunities are explored adhering to the company’s and FSA compliance guidelines.
Features/Benefits:
A chance to work within a well-established, strong and friendly team.
Competitive salary up to £28,000 plus bonus and good, comprehensive benefits.
A chance to work within a well-established, strong and friendly team.
Competitive salary up to £28,000 plus bonus and good, comprehensive benefits.
The Company:
A financially strong organisation providing quality impartial advice to both private and corporate clients. A successful company with a strong brand name throughout the UK, offering good long-term career prospects.
Professional Qualifications Required:
CFP or equivalent
Hold or be working towards AFPC or Diploma in Financial Planning
CFP or equivalent
Hold or be working towards AFPC or Diploma in Financial Planning
The Person:
You will have relevant experience in Paraplanning gained an IFA environment. Ideally you will have a bias towards Pension Planning. You’ll be a good team-player, hard working with a good eye for detail, computer literate, and have general in-depth industry knowledge.
You will have relevant experience in Paraplanning gained an IFA environment. Ideally you will have a bias towards Pension Planning. You’ll be a good team-player, hard working with a good eye for detail, computer literate, and have general in-depth industry knowledge.
To apply for this position, please click here.
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