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Paraplanner
Bristol area
Hybrid working
Up to £35k
This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. Level 4 Diploma or working towards is desirable. Progression potential to an Advisory role going forward. Hybrid working after probation. Salary up to £35k.
The Business
The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and offer whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages and Life assurance. You will be surrounding by the team, helping you grow and supporting your journey.
The Role
Within the role you will be supporting the Paraplanning team and advisors, initially completing annual review reports, leading to advanced suitability reports over time. You will also be conducting research to provide high quality advice to the client base. Progression potential to an advisor in the future.
The Benefits
- Salary up to £35k
- Holiday days
- Pension above statutory
- Death in service
- Full benefits to be confirmed
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.
