Paraplanner
Job Title: Paraplanner
Industry: Wealth Management
Location: Bristol
Salary: £35,000 – £45,000 (depending on experience)
Job Reference: 8934
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in Bristol to join a thriving Financial Planning firm.
Our client is a well-established wealth management practice that has advised individuals for over 30 years. They have an excellent reputation for delivering lifestyle financial planning to a wide range of clients across the UK. They are an Independent and Chartered practice on the outskirts of the centre that is facing growth due to their ongoing success.
Duties will include but not limited to:
- Research clients’ financial arrangements, analyse investment and client data.
- Construct financial planning strategies and research financial product marketplace.
- Produce financial planning reports.
- Assist Financial Planners with preparation for client meetings.
- Maintain compliant records.
- Work as part of the team to deliver the highest level of client service.
- Perform general office administration tasks as required and provide holiday cover.
- Maintain and update back-office systems and platforms.
Benefits:
- Salary from £35,000- £45,000 (negotiable dependent on experience)
- Full exam and study support.
- Free parking at office
- 25 days holiday + bank holidays.
- Personal and team rewards.
- Group life cover, Income protection, PMI, EAP, Pension scheme and a Health cash plan.
Skills and experience required:
- Level 4 Diploma / or working towards this
- Knowledge of Pensions, Investments, and Protection (essential).
- Experience as a paraplanner completing reports, research, and working alongside financial advisers (essential).
- Experience working with HNW clients and IHT planning
- Good knowledge of Intelligent Office and Voyant systems
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 is pleased to be working with a Financial Advice firm based in Bristol on a Paraplanner 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.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.