Junior Paraplanner
Salary
27000
Location
Bristol
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
We are working with one of the UK’s largest and longest-established Asset Management companies. They provide complete, personalised and professional services to business owners, professionals, retires and high net worth individuals.
Due to the continued business growth, they would like to welcome a trainee paraplanner to be part of the back office team in order to support several advisers with full case support across all areas of their services.
Key requirements:
Understanding of the Financial Planning/Corporate Advice process
Ability to work within defined business processes and achieve agreed outcomes without supervision
Ability to Multi-Task with a “can-do” attitude
Strong IT and communication skills
Progression with either Regulated Diploma in Financial Planning (CII) – Level 4 Diploma in Financial Planning.
The role:
Undertake research to allow Advisers to identify solutions for clients
Undertake financial analysis to arrange reports for the Advisers
Request and obtain application forms and other paperwork from Clients/Advisers
Record appropriate data accurately on Company back-office systems
Understand, follow and demonstrate compliance with all relevant internal and external rules and regulations
Adhere to Department and Company procedures and KIPs
What is on offer?
Competitive salary up to £27,000 with discretionary annual bonus
Great pension contribution
Life assurance – 4 x annual salary
25 days holiday with the ability to buy more
Private Medical Insurance
This role would be ideal for someone who has a true passion and knowledge for wealth management and investment products. The company offers great support to those wanting to develop and progress into various other opportunities within Financial Services.
Contact Recruit UK on [email protected] or 01179 170416 / 07399 163962 at Recruit UK for more information.
Ref 12999
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