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Switch Recruitment Services Ltd provided pay range
This range is provided by Switch Recruitment Services Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Paraplanner to join their busy and successful team.
Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst providing guidance and research to ensure suitable recommendations for the client.
Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation.
Seniority level
* Associate
Employment type
* Full-time
Job function
* Administrative, Consulting, and Analyst
* Industries
* Financial Services, Banking, and Insurance and Employee Benefit Funds
City Of Bristol, England, United Kingdom £40,000.00-£45,000.00
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