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Date Added: Fri 25/06/2021

Trainee Paraplanner

Bristol, UK
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Company: APPLY GATEWAY

Job Type: Permanent

Salary: £18000 - £22000 / annually

The Company:

Our client is a wealth management organisation and they specialise in providing bespoke chartered financial planning to individuals, businesses, families and trusts. They are passionate about building long-term client relationships.

The Job:

Due to growth, our client has a unique opportunity for a Trainee Paraplanner to join their team.  They are looking for a professional, enthusiastic, motivated and personable individual who has a passion to develop their career within the financial services market.  Supported by an experienced and qualified Paraplanner, your role will be assisting to ensure that all work produced by the Advisor is accurate, compliant and appropriate.  It's also part of your role to help prepare for client discussions and prepare suitability letters.   Other duties will also include preparing and maintaining the client file, preparing recommendations and implementing recommendations. 

The Person:

This role is a superb opportunity for someone who has gained some banking or financial services experience and is really keen to start their career in financial services.  Working for a very busy and growing Chartered Financial Planning Firm in Clifton, this role is excellent, to learn from qualified and experienced colleagues but you'll also have the chance to take financial services qualifications.  It's essential you are enthusiastic, professional and are motivated to work in a busy and successful practice.

The Benefits:

20 days plus bank holiday (additional holiday at Christmas), Pension (10% employer contribution), opportunities to study for financial qualifications.

The Location:


Clifton, Bristol

The Hours:

Monday - Friday 9am - 5pm

The Salary:

£18,000 - £22,000 dependant on experience.  Bonus + Pension.

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