Paraplanner

Ashley Rees Associates

Posted 4 days ago, valid for 24 days

Bristol, Somerset BS48 2EG, England

Full Time

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Sonic Summary

Our client, located south of Bristol (BS48), is seeking a Paraplanner to join their team.
The role involves supporting Financial Planners and Investment Managers by conducting research, performing calculations, and preparing detailed reports for clients.
Candidates must possess a CII PFS diploma and have a background in administration or as a Paraplanner within Financial Services.
Strong numeracy and literacy skills are essential, along with a solid understanding of financial planning strategies and regulations.
The position requires a minimum of two years of experience in a similar role, with a competitive salary offered.

Our client based south of Bristol (BS48) requires a Paraplanner to join their existing team. Required to support Financial Planners and Investment Managers by carrying out research, calculation work and preparing reports, ensuring the delivery of high-quality reports and recommendations for clients and clear information to instruct administrators and providers. The role requires a strong attention to detail, and a deep understanding of financial planning strategies, regulations, and products.

• CII PFS diploma qualified

• Administration or Paraplanner background in Financial Services

• Excellent numeracy and literacy skills

• Ideally educated to A-level standard, or equivalent

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