Senior Paraplanner - #1710438

Are you a Paraplanner in Bristol looking to join one of the leading firms in the UK? We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond. If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you! What you’ll be doing:

• Providing pooled support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
• Produce technical reports for the advisers based on the research and requirements of the client
• Managing workflow and organisation of ongoing workload
• Adhering to FCA requirements and Compliance Policies

What you need to apply:

• Level 4 Qualified as a minimum
• 5+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
• The ability to form positive relationships with clients
• Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.

What’s in it for you?

• A basic salary of up to £50,000 dependent on experience and qualifications
• Hybrid working
• Social opportunities throughout the year
• Exam funding and support
• Progression opportunities within a forward thinking and growing business
• Generous annual leave allowance

What next? Hit Apply or contact Dan directly! [email protected] (Just .co!)