Home
Bristol
Financial planner
Trainee Paraplanner

Trainee Paraplanner

Heat Recruitment

Posted 21 hours ago, valid for 7 days

Bristol, City of Bristol BS6 5EX

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

A fantastic Financial Services firm in Bristol is seeking a Trainee Paraplanner with a salary of up to £35,000.
This role is part of a key expansion and involves supporting successful Financial Planners.
The firm offers flexibility to tailor the role to individual skillsets, enhancing job satisfaction.
Responsibilities include preparing suitability letters, reports, and providing technical support for complex client queries.
Candidates should be eager to develop their careers in a strong team-focused environment.

Trainee ParaplannerBristolup to £35,000The opportunity for an Trainee Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our partner is looking for an Trainee Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

Apply now in a few quick clicks