Paraplanner

Ashley Rees Associates

Posted a day ago, valid for a month

Bristol, Somerset BS48 1RZ, England

£38,000 - £42,000 per annum

Full Time

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Sonic Summary

Our client, located south of Bristol (BS48), is seeking a Paraplanner to enhance their existing team.
The role involves supporting Financial Planners and Investment Managers by conducting research, performing calculations, and preparing detailed reports.
Candidates should possess a CII PFS diploma and have a background in administration or as a Paraplanner within Financial Services.
The position requires excellent numeracy and literacy skills, along with a strong attention to detail and understanding of financial planning strategies and regulations.
The salary for this position is competitive, and candidates are expected to have relevant experience in the field.

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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