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Job Location | Bristol |
Education | Not Mentioned |
Salary | £34,000 - £40,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Job Title: Senior ParaplannerSalary: £34,000 - £40,000Location: Bristol (Part-home based)A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have had a strong year with regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional.Advising across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning, this role will be varied and would suit someone who is really looking to utilise their knowledge in an independent firm.Being a smaller firm focussed around teamwork and positive working culture, there is a flexible working arrangement, along with a friendly, collaborative working environment to achieve the best results.You will be working within a professional team as the Senior paraplanner who would be supporting the partners of the business with complex technical support such as completing suitability reports and cash-flow modelling, as well as working with the more junior members of the back-office team.The Required Skills:
Keyskills :
Financial Advice Financial Planning Paraplanning Technical Suppt Wealth Management