Paraplanner

Ashley Rees Associates

Posted 2 days ago, valid for 17 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 through research, calculations, and report preparation.
Candidates should possess a CII PFS diploma and have a background in Financial Services as a Paraplanner.
Strong attention to detail and excellent numeracy and literacy skills are essential for this position.
The expected salary for this role is competitive, and candidates should ideally have at least two years of relevant experience.

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

• A Paraplanner background in Financial Services

• Excellent numeracy and literacy skills

• Ideally educated to A-level standard, or equivalent

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