Company: ENABLE RECRUITMENT
Job Type: Permanent, FullTime
Salary: £40,000 - £50,000 per annum
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!#removed# (Just .co!)