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Paraplanner

Finlink Ltd
Posted 24 days ago, valid for 7 days
Location

Bristol, Somerset BS40 8SL, England

Salary

£28,000 - £33,600 per annum

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Contract type

Full Time

Health Insurance
Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Paraplanner role is based south of Bristol, offering a salary of up to £45,000.
  • Candidates should have at least 2 years of experience in Paraplanning, although senior administrators or junior paraplanners with report writing experience may also be considered.
  • The position involves supporting advisors, writing suitability reports, and conducting research in various financial areas.
  • The company promotes a supportive learning culture with benefits including a discretionary bonus, private health insurance, and study support.
  • Working hours include a 12:45 finish every Friday, and the firm has a strong reputation for organic growth over its nearly 10 years in operation.

Paraplanner

South of Bristol

Office based role

Up to 45k

This role is best suited to those with 2+ years’ experience within Paraplanning. The company is also open to speaking to senior administrators or junior paraplanners with report writing experience. You will have the opportunity to speak to clients and attend meetings in the future, allowing progression potential. Working towards or having achieved Level 4 diploma is a preference. Salary up to £45k

The Business

The business is a chartered financial planning firm based just south of Bristol and has been in operation almost 10 years. The sustained growth of the company has been completely organic, based solely on reputation, with most recommendations coming from happy clients. The supportive office promotes a learning culture, offering study support, training and internal promotions.

The Role

Within the role you will be working within the paraplanning team, supporting the Advisors. You will be writing suitability reports and conducting research across IHT planning, Investments, Pensions, bonds, trusts & VCT’s. You will also produce tax calculations, including inheritance tax, capital gains tax, chargeable gains and annual & lifetime allowance. You’ll be part of a team that believes in doing the right thing for clients with no sales targets.

The Benefits

  • Salary up to £45k
  • 12:45 finish every Friday
  • Discretionary bonus
  • Non-contributory pension scheme (8% Employer contribution)
  • 25 days holiday + Bank holidays
  • Private health insurance
  • Group life cover
  • Study support
  • Free parking

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.

Synonyms

Report writer, Report writing, Paraplanning.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.