Paraplanner

Salary: £36,000 – £42,000 per year

Are you an experienced Paraplanner looking to join a growing IFA firm in Bristol?

As a Paraplanner, in this job you will be working closely with their team of Financial Advisors together, alongside their IFA Administrators. Your duties will include:

* Analysing client’s existing arrangements

* Researching potential solutions

* Using cashflow modelling

* Preparing recommendation reports and supporting documents to enable the Financial Advisor to effectively present solutions to the client

* Ensure the client file is compliant

Paraplanner requirements

* You must be a current Paraplanner, supporting Financial Advisors

* You should hold Level 4 Diploma in Financial Planning

The Company

Our client is a Directly Authorised Independent Financial Advisory firm established in 2009, that has grown organically and through acquisitions. They are a forward-thinking firm that are looking to continue building their team of quality, professional IFAs and supporting team members.

Paraplanner Benefits

* Salary of £36,000 – £42,000dependent upon experience

* Plus company benefits of pension, DIS, PHI, health insurance

* 22 days holiday (rising to 25 days) plus bank holidays

* Office based role once able to return to normality

* 37.5 working hours per week

* In addition, as a company they would support you with development by paying for your exams and study material

Locations

Bradley Stoke, Bristol

Liability and Disclaimer

Whilst FM TOP JOBS LTD uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information.