recruitukltd Salary: 45,000 +
We are working with a large financial advisory firm based in the centre of Bristol who are looking to take on an additional paraplanner. You will be providing support to the financial planning team and will report into one of the partners within the business.
Your main duties will be to:
- Research and undertake technical assessments of cases.
- Produce compliant and technically accruate suitability letters and reports within reasonable timescales.
- Assist in dealing with client queries
- Help with the management of workflow and help with ad hoc duties as requested
To be successful for this role you will hold the level 4 diploma as a minimum with relevant experience within another financial planning firm.
For more information on this role please contact email@example.com or call 01179170416