Paraplanner

Recruit UK

Posted 2 days ago, valid for 7 days

Bristol, City of Bristol BS6 5EX

Full Time

Life Insurance

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Sonic Summary

Recruit UK is seeking a Paraplanner to join a leading Wealth Manager's Financial Planning team in Bristol.
The position requires an experienced, fully qualified Paraplanner, ideally working towards an advanced diploma.
The salary for this role is up to £50,000, depending on experience, along with a discretionary bonus.
The company offers a modern approach to wealth management, integrating technology into their client services.
Benefits include 25 days of holiday, qualification support, a hybrid working policy, and life assurance.

Recruit UK is working with one of the UK’s largest Wealth Managers, who are looking for a Paraplanner to join their Financial Planning team in Bristol.

Drawing on an impressive history, this fully integrated Wealth Management firm offers wealth planning services to a wide range of clients and has fully embraced a modern approach to the advice market by making technology a core part of its client offering.

In this role, you will bring your genuine enthusiasm for the profession while assisting with technical processes to help support the financial planning process. This role is for an experienced Paraplanner who is fully qualified and ideally working towards their advanced diploma.

This is an excellent opportunity to align yourself with one of the biggest names in the Financial Planning profession and gain industry leading experience.

Benefits:

25 days holiday + bank holidays
Qualification support
Hybrid working policy
Life Assurance (x4 salary)
Employee wellbeing programme
Plus more!

Title: Paraplanner

Location: Bristol

Salary: up to £50000 (dependent on experience) + discretionary bonus

REF: 9549

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