Job Details
Paraplanner
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Bristol
Salary: £30,000-£38,000 + up to 15% bonus + benefits
Job Ref.: SL:PPLNRNTL
Job Information
The company An established large practice with a huge market ownership within Independent Financial Advice and Wealth Management
Huge focus on back-office infrastructure and is a team-based approach which is award winning
Role is due to internal promotion, so a great place for aspiring Trainee IFAs of the future
The role
Bespoke research of product solutions across pensions, life and investments in order to make recommendations to the IFA
Write bespoke suitability reports across a range of products and solutions utilising the valuation information and research you produce
Oversee an administrator and assist in their training and development
The candidate
Due to FCA regulation, you must have DipFA or be close to this as you will occasionally be meeting with clients alongside the IFA
2+ years' writing complex and bespoke suitability reports, this is not a trainee position
An autonomous and dedicated individual who can manage their own workload
What's in it for meΒ£
Basic salary of between Β£30,000-Β£38,000 plus bonus of up to 15% and a host of benefits
Outstanding progression opportunities, depending on what you'd like to do you could look at advising or management
Home working is available once you are up and running as well as flexitime
If you are an experienced paraplanner looking to join a market leader and progress within your career, please apply within.
Please note, candidates who have not achieved a substantial number of exams towards DipFA status cannot be considered for this role.