Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Paraplanner - Flexible Working

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

Job Description

We have an exciting opportunity with a market-leading Financial Planning & Investment Management organisation. Our client is a prestigious financial services firm, managing over £1 Billion in Clients assets, they have experienced remarkable growth overthe past 5 years with ambitious growth plans for the short, medium and long term future.About the Role:As a Paraplanner, you will play a crucial role in supporting the firms Financial Advisors and Wealth Managers in delivering exceptional service to their HNW clientele. Your expertise and attention to detail will be instrumental in providing accurate andcomprehensive service to the companies clients.Key Responsibilities:

  • Conduct detailed research and analysis to assist Financial Advisors in developing comprehensive financial plans tailored to individual clients needs
  • Prepare client-specific suitability reports
  • Cash flow modelling
  • Collaborate closely with Advisors to gather all necessary information and ensure compliance with industry regulations and internal policies.
  • Liaise with clients and be a vital point of contact for any technical queries
Qualifications and Experience:
  • Experience as a Paraplanner within the financial services sector
  • Strong knowledge of investment products, pension planning, taxation, and financial planning
  • Excellent attention to detail & analytical skills
  • Proficiency in using financial planning software and tools
  • Professional qualifications such as Level 4 Diploma in Financial Planning (DipPFS) or equivalent will be highly regarded
Why apply:
  • Join a prestigious Wealth firm with an exceptional reputation in the industry
  • Work alongside experienced professionals who are passionate about delivering outstanding client service
  • Gain exposure to a diverse range of high-net-worth clients and their unique financial situations
  • Be part of a collaborative team culture that values innovation, professional development, and work-life balance
  • Enjoy a competitive salary, attractive benefits package, and excellent career progression opportunities within a growing organisation
Basic salary to £45,000 + excellent company benefits including: 28 days holiday plus bank holidays, Death in Service, PHI, PMI, good pension and much more. The client also offer hybrid working split between office & home.

Keyskills :
Paraplanner or Paraplanning or Financial Planning or Wealth Management or IFA

APPLY NOW

Paraplanner - Flexible Working Related Jobs

© 2019 Naukrijobs All Rights Reserved