Paraplanner – Route towards becoming an Adviser
Salary
30k - 35k
Location
Bristol
Job Type
Flexible Working|Full Time
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Recruit UK are actively working on an excellent opportunity with a leading Financial Consultancy in the centre of Bristol. This firm are looking for a strong and stable paraplanner who has an understanding and knowledge of the financial planning/corporate advice process.
This is an attractive proposition as our client is potentially looking to support the successful candidate to achieve CF30, so would suit a paraplanner who is eager to further their career.
Your main responsibilities will consist of;
- Supporting the head of Financial planner in a paraplanning capacity.
- Preparation of annual reviews and recommendations
- Preparation of suitability reports and completion of client files
- Preparing literature and attending client meetings
- Handling all client queries in a professional and effective manner
- Analysing client circumstances and understanding their financial needs