Technical Paraplanner
Salary
35,000-40,000
Location
Bristol
Job Type
Full Time
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Job Title: Technical Paraplanner
Industry: Financial Planning
Location: Bristol
Salary: £35,000 – £40,000
Job Description:
Recruit UK are working on an excellent opportunity for a Technical Paraplanner in Bristol to join a Chartered Financial Planning firm.
If you are a near/diploma or chartered paraplanner looking for a new opportunity to join a firm as a technical paraplanner this could be the perfect opportunity for you.
This role will see you working closely with the financial planners, researching, recommending, analysing and then reporting your findings. This is not like your traditional paraplanning role which will see you sat churning out reports, you will be invited to client meetings working hand in hand with the adviser enables the client to understand how the financial planning process works and gives you the opportunity to present your findings and deal with any technical queries that the client may have.
Candidates will need to have previous paraplanning experience and will ideally have cash flow modelling experience.
What’s in it for you:
- 5% Matching pension
- DIS
- Full exam support through to chartered
- Opportunity for development into advising
- Part/Diploma/Chartered Qualified
- Previous Paraplanning experience
- Ideally, have cash flow modelling experience
- Be personable and feel comfortable to attend client meetings
- 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.