Role details


Bristol   •   £28,000 - £35,000   •  Permanent

Bullet points

  • Free Parking
  • Central Location

About Our Client

Our client, a highly reputable financial services company based in Bristol are looking for an ambitious and experienced Level 4 DipPFS or Level 4 DipFA qualified professional or Paraplanner to join their fast-growing organisation

Job Description

The duties of the Paraplanner role include, but are not limited to:-

  • Working on technical cases
  • Checking and ensuring accuracy of cases
  • Working for high net worth clients
  • Supporting two Advisers; conducting market research, managing client queries within specified timeframes
  • Maintaining an up-to-date knowledge and understanding of legislative changes, new products and processes
  • Ensuring cases are fully compliant
  • Maintaining and accurate audit trail; recording all verbal and written communication with clients and third parties

The Successful Applicant

The ideal candidate for the role of Paraplanner will possess:-

  • Meticulous accuracy and attention to detail
  • Relevant qualifications (Level 4 DipPFS or Level 4 DipFA)
  • Previous Paraplanning experience
  • Critical analysis and quality assessment skills

What's on Offer

The ideal candidate for the role will be driven and ambitious, and have strong technical knowledge within a specific area. Excellent opportunities for progression, a very achievable 25-40% annual bonus and free car parking is on offer. Experience within Business Assurance would be beneficial.

Apply for this job

Click the Apply or LinkedIn button below or contact Beth Weeks quoting job reference 13735597
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