Job Details

Job description

Are you an experienced Paraplanner looking to join a growing IFA firm in Bristol?

As a Paraplanner, in this job you will be working closely with their team of Financial Advisors together, alongside their IFA Administrators. Your duties will include:

• Analysing client’s existing arrangements
• Researching potential solutions
• Using cashflow modelling
• Preparing recommendation reports and supporting documents to enable the Financial Advisor to effectively present solutions to the client
• Ensure the client file is compliant

Paraplanner requirements

• You must be a current Paraplanner, supporting Financial Advisors
• You should hold Level 4 Diploma in Financial Planning
• Ideally, you should also have experience of SSAS's with commercial property

The Company

Our client is a Directly Authorised Independent Financial Advisory firm established in 2009, that has grown organically and through acquisitions. They are a forward-thinking firm that are looking to continue building their team of quality, professional IFAs and supporting team members.

Paraplanner Benefits

• Salary of £30,000 - £35,000 dependent upon experience
• Plus company benefits of pension, DIS, PHI, health insurance
• 22 days holiday (rising to 25 days) plus bank holidays
• Office based role once able to return to normality
• 37.5 working hours per week
• In addition, as a company they would support you with development by paying for your exams and study material

Locations

Bradley Stoke, Bristol

Call us now on 0208 0044 154 or click Apply

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