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| Job Location | Bristol |
| Education | Not Mentioned |
| Salary | £25,000 - £35,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
This highly respected central Bristol-based financial planning firm, with a loyal and long-standing client base, would like to engage with Paraplanners who are committed to excellent client service delivery and have a real desire to play a key proactive role within a business that offer a warm and welcoming team culture and flexibility in terms of how team members’ work.As well as the usual paraplanning duties i.e., research, producing client reports, you will benefit from working within a close-knit team of financial planning and support professionals where the client is at the heart of all they do; the success of the business is completely down to their people, the way they all interact with their clients and the overall service they provide as a cohesive unit.Ideally, you will have completed the Level 4 Diploma in Financial Planning or the Certificate in Paraplanning Qualification together with at least 18 months - 2 years paraplanning experience, as well as experience in the principles of lifetime planning & cashflow modelling with a real desire to be involved in the continuous development of the company’s advice and investment proposition.What’s in it for you:
Keyskills :
Paraplanning Repts cashflow modelling