Our client based south of Bristol (BS48) requires a Paraplanner to join their existing team. Required to support Financial Planners and Investment Managers by carrying out research, calculation work and preparing reports, ensuring the delivery of high-quality reports and recommendations for clients and clear information to instruct administrators and providers. The role requires a strong attention to detail, and a deep understanding of financial planning strategies, regulations, and products.
Minimum Requirements:
1. CII PFS diploma qualified
2. A Paraplanner background in Financial Services
3. Excellent numeracy and literacy skills
4. Ideally educated to A-level standard, or equivalent
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