Paraplanner- Bristol

RecruitukLtd Salary: £40k

My client, a leading IFA practice in the UK who offer holistic advice to private and corporate clients has an exciting opportunity for a knowledgeable Paraplanner to join a growing and well regarded company in the Bristol area.

Within this role, the Individual will be responsible for providing efficient professional and technical support to the financial planners in the office, ensuring the overall financial planning process is as smooth and streamlined as possible for the clients of the firm. You will assist the planners in finding solutions for their clients and prepare and implement recommendations.

 Ideally applicants will be qualified to level 4 diploma or be extremely close to obtaining this. You will have a good understanding of the financial planning process and be able to work largely unsupervised and manage your workload and time efficiently. With your proven organisation skills, you will be able to multi task and have superb written and verbal communication skills.

In return, my client offers a salary £40k for the right candidate and the opportunity to work within a supportive and professional environment.

To discuss this role in more detail, please contact Louise Bibb at Recruit UK and quote reference 11858

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