Job Information

A boutique IFA practice in the heart of Bath are looking to add an experienced Paraplanner to their existing team due to client retention and growth. This firm are known for giving bespoke, high quality and unrestricted Financial Advice to individuals and business owners, and are a client-centric firm looking for a candidate of a similar mindset.

As they are currently going through a period of growth, they are offering a stimulating work environment with a lot of reward in terms of responsibility and progression. There will be further opportunities in the future to develop in either the management or the advisory space. Therefore if you're a paraplanner looking to step into operations or IFA work in the future, this role is for you.

To be successful in this role you will need:

• Experience in researching products and solutions depending on the information from the client fact-find
• Strong suitability report writing skills, able to write reports in things such as pension transfers, IHT, personal protection, business protection, cash flow and/or tax
• Good experience using systems such as Intelligent Office/Adviser Office and research tools such as Exchange/Selectapension
• A professional and credible demeanour, able to work well small team whilst prioritising workload
• Preferably Diploma qualified but if you're an exam or two away please don't hesitate to apply

The company are offering:

• An above-market rate salary of £30,000-£35,000 DOE
• DIS and an above-market average pension contribution
• A warm family feel with the systems and exposure of a larger national IFA
• Progression and study support to achieve goals of either rising within the Technical or Advisory areas of Financial Planning

If you are an experienced paraplanner looking for a challenge and progression, this role is for you. Please apply within.