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Job Location | Bristol |
Education | Not Mentioned |
Salary | £40,000 - £50,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Job Title: SeniorParaplannerLocation: BristolSalary: Up to £50,000Clever HR have the privilege of working with this highly regarded wealth management firm who are passionate about providing their clients with personalised, friendly holistic financial advice.The successful person will be an experienced level 4 Diploma qualified paraplanner with a strong track record of providing quality paraplanning to financial advisors. You will be conversant in all investment and pension products and fully committed to ongoingprofessional development as this firm actively encourage and support CII Chartered qualifications. You will be working with two financial planners and will receive full support from a team of dedicated administrators.If you are a skilled paraplanner with like-minded values, looking to join a firm that prides themselves on their dedication to always deliver an exceptional client service then we would like to hear from you.
Keyskills :
CharteredFE analysisFinancial PlanningInvestmentParaplanningSuitabilitySuitability AnalysisWealth ManagementFinancial PlannersCashflow Analysis