Paraplanner - Hybrid Working - Excellent Career Progression Available, Bristol (Hybrid)
Paraplanner - Hybrid Working - Excellent Career Progression Available Location: Bristol (Hybrid) Salary: Up to £45,000 DOE I''m working with a well-established Chartered independent financial planning business in Bristol that is looking to appoint an experienced Paraplanner to join its friendly and growing team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and wants to work closely with experienced Financial Planners on a varied range of client cases. My client genuinely invests in its people and offers excellent long-term progression with the business, making this a very strong career move for the right candidate. The Opportunity As a Paraplanner, you''ll play an important role in supporting the Financial Planners, providing technical research, analysis and high-quality client documentation to help deliver a first-class financial planning service. You''ll be involved across a broad range of financial planning areas, including pensions, investments, protection, long-term care and inheritance tax planning, with the opportunity to gain exposure to more complex cases and planning strategies. The Role Your responsibilities will include: Preparing accurate, well-written suitability reports that clearly explain recommendations to clients. Carrying out research into pensions, investments, protection and other financial planning solutions to support adviser recommendations. Working alongside Financial Planners on more ..... full job details .....
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