Job Details

Paraplanner

Sector:Financial Services

Region : South West England

Location: Chipping Sodbury

Salary: salary will depend on Skill and experience

Job Ref.: CL0408MLJ

Job Information

Due to growth in our clients Chipping Sodbury office we are seeking applications from experienced and tenacious financial planning professionals to join them in the role of Paraplanner.

As a Paraplanners you will be working alongside a hardworking and motivated team of financial planning professionals and your focus will be building successful client relationships by acting as the primary point of contact for all technical enquiries. You will assist with information gathering, research and technical analysis as well as preparing recommendations and documentation. You will work alongside a range of advisers and review existing portfolios, asset allocation and risk profiles.

To ensure you are able to succeed in the role, we need you to demonstrate the following experience and technical knowledge during the interview process:
• Extensive technical knowledge of pensions and investments
• Financial Planning Certificate (FPC)
• Extensive report writing experience


It would be highly desirable although not essential if you had the following experience and technical knowledge:
• Experience of the Standard Life RAP platform, Avelo
• Diploma in Financial Services or working towards
• Experience within an IFA practice


This is an exciting and challenging role for someone looking to develop a career within a dynamic and forward thinking financial planning consultancy which is part of a much larger group of companies.
If you feel you meet the essential criteria for the role apply for the role directly using the instructions on this page.