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Job Details

Job Title: Paraplanner

Industry: Financial services

Location: Bristol

Salary: Up to £38,000

Job Reference: 14559

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Bristol to join a Wealth Management Firm.

A nationwide wealth management firm is looking to take on a paraplanner within their Bristol office. They provide a high-level experience for their clients with bespoke solutions to enable them to reach their financial goals.

As a paraplanner you will play an integral part within the business, providing technical support to the financial planners and providing a positive experience for the clients. You will be level 4 qualified and will be contributing to the advisory service by reviewing, analysing and preparing compliant recommendations as well as researching and preparing suitability reports.

 

What’s in it for you:

  • Competitive salary
  • Benefits package
  • Flexible working opportunities
  • Career progression

 

Skills and experience required:

  • 3 years of financial services experience
  • Level 4 qualified
  • Detailed knowledge of pensions, investments and it would be advantageous if you have experience with estate planning

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm based in Bristol on a Paraplanning role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.
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Job Title: Paraplanner

Industry: Financial services

Location: Bristol

Salary: Up to £38,000

Job Reference: 14559

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Bristol to join a Wealth Management Firm.

A nationwide wealth management firm is looking to take on a paraplanner within their Bristol office. They provide a high-level experience for their clients with bespoke solutions to enable them to reach their financial goals.

As a paraplanner you will play an integral part within the business, providing technical support to the financial planners and providing a positive experience for the clients. You will be level 4 qualified and will be contributing to the advisory service by reviewing, analysing and preparing compliant recommendations as well as researching and preparing suitability reports.

 

What’s in it for you:

  • Competitive salary
  • Benefits package
  • Flexible working opportunities
  • Career progression

 

Skills and experience required:

  • 3 years of financial services experience
  • Level 4 qualified
  • Detailed knowledge of pensions, investments and it would be advantageous if you have experience with estate planning

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm based in Bristol on a Paraplanning role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.
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