img
Permanent

Paraplanner

Bristol
money-bag 38000.00-38000.00 Annual
3085435626
Posted Today

ParaplannerBristol £38,000 - £45,000The OpportunityAn excellent opportunity has arisen for a Diploma-qualified Paraplanner to join a well-established and growing financial planning firm in Bristol.This role offers the chance to work within a supportive and professional environment where building a strong business support team is key to delivering outstanding service to clients and Financial Advisers. The successful candidate will work closely with advisers to support the financial planning process and ensure the delivery of high-quality, compliant advice.This is an ideal opportunity for a technically strong paraplanner looking to further develop their career, with support available for those wishing to progress towards Chartered status.Role ResponsibilitiesConduct detailed financial analysis to support the development of financial plansUse financial planning software to model financial scenarios and projectionsPrepare and review investment proposals and financial reports for clientsCollaborate with Financial Advisers to develop and implement tailored financial strategiesResearch financial products, providers and investment opportunitiesEnsure all work complies with regulatory requirements and company proceduresMaintain accurate and up-to-date client records and documentationQualificationsCII Level 4 Diploma in Financial Planning (or equivalent) - essentialDesire to work towards Chartered status is encouraged and supportedKnowledge and ExperienceStrong understanding of ..... full job details .....

Other jobs of interest...

Reed
BathToday
money-bag35000.00-35000.00 Annual
Reed
BathToday
money-bag38000.00-38000.00 Annual
Reed
BathToday
money-bag33000.00-33000.00 Annual
Reed
BristolToday
money-bag33000.00-33000.00 Annual
Reed
BathToday
money-bag33000.00-33000.00 Annual
Blakemore Recruitment
CheltenhamToday
money-bag55000.00-55000.00 Annual
mbf.
CheltenhamToday
money-bag32000.00-32000.00 Annual
Recruit UK
BristolToday
money-bag40000.00-40000.00 Annual
Eden Rose
BathToday
money-bag35000.00-35000.00 Annual
Capio Recruitment Financial Planning
BathToday
money-bag38000.00-38000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!