Job Description
Paraplanner
Bristol area
Hybrid working
Up to £35k
This role is best suited for candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. A Level 4 Diploma or working towards it is desirable. There is progression potential to an Advisory role going forward. Hybrid working is available after probation.
The Business
The business is a directly authorised Independent Financial Advisory firm that has been in operation for over 20 years, offering whole-of-market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages, and Life Assurance. You will be surrounded by the team, helping you grow and supporting your journey.
The Role
In this role, you will support the Paraplanning team and advisors, initially completing annual review reports, leading to advanced suitability reports over time. You will also conduct research to provide high-quality advice to the client base. There is potential for progression to an advisor in the future.
The Benefits
* Salary up to £35k
* Holiday days
* Pension above statutory
* Death in service
* Full benefits to be confirmed
If you are interested, the next step is to apply. Just attach your CV along with your basic contact details, and we’ll do the rest.
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