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Job Title: Paraplanner
Location: Bristol
Salary: £35,000 - £45,000
This is an opportunity to join a fast paced & growing Independent Financial Advice firm based in the heart of Bristol.
They are looking for an experienced Paraplanner to join their vibrant and friendly team. This is a varied Paraplanning position allowing you to develop your technical knowledge and grow professionally.
A great opportunity to build client facing experience by attending meetings and being involved with the advice process.
They are offering great benefits including, hybrid working, full exam and study support, discretionary bonus and companywide events.
The Required Skills:
- Level 4 Diploma qualified in Financial Planning
- Previous experience working within a Paraplanning position
- Experience writing suitability reports on a variety of case types
- Cashflow modelling and use of systems such as Voyant
- Proactive and driven
- Ability to work collaboratively as part of a team but also manage own workloads
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
