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Paraplanner

Job LocationBristol
EducationNot Mentioned
Salary£35,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Mbf are working with a very successful Independent Financial Advisers in Bristol to recruit an experienced Paraplanner. Our client is well established and have an excellent reputation, they are a growing business that have managed to maintain their friendlycompany feel.They are now seeking to recruit a Level 4 qualified individual. This position will be responsible for supporting the companies Directors & successful IFAs, this will be a vital part of the team and you will have a genuine impact in the advice process.The ideal candidate will have:

  • Strong technical knowledge of financial planning and investment products
  • Excellent research and analytical skills
  • Ability to communicate complex financial information to clients and colleagues in a clear and concise manner
  • Attention to detail and ability to work to tight deadlines
  • Advanced experience with financial planning software
  • Strong organizational and time management skills
Responsibilities:
  • Supporting financial advisors with research, analysis and report writing
  • Preparation of financial plans, investment reports and suitability letters
  • Liaising with clients, product providers and other professionals as required
  • Maintaining accurate records and ensuring all files are kept up to date
  • Staying up to date with industry regulations and market changes
In return the client is offering:
  • Basic salary to £45,000
  • Bonus
  • Good holiday entitlement
  • Hybrid working split between office & home
  • Additional benefits including: pension, death in service etc

Keyskills :
Financial Planning Financial Services Paraplanning Wealth Management Paraplanner

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