Paraplanner
other jobs Recruit UK
Added before 5 Days
- England,South West,Bristol
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
Job Title: Paraplanner
Industry: Financial Planning
Location: Bristol
Salary: circa £45,000
Job Reference: 10106
Job Description:
Recruit UK are working on exciting opportunity for an Paraplanner to join a Chartered Financial Planning firm in Bristol.
As this fantastic firm continues to grow their client base, they are looking to expand their back-office team to support the Advisers in servicing and maintaining a high level of service to clients. They offer a wide range of Financial Planning, including pensions, investments, tax planning and more.
Duties:
*Creating suitability reports following client meetings
*Attending client meetings and supporting in maintaining strong relationships
*Cashflow modelling
*Conducting product research with recommendations
*Ensuring compliance and FCA regulations are followed
*Work closely alongside the administrators and advisers
Benefits:
*Competitive salary circa £45,000
*11% pension contribution
*Bonus scheme based on company performance
*Employee ownership trust
*4x DIS
*Fantastic progression and development opportunities
*Exam funding and support
Skills and experience required:
*Experience working as a Paraplanner, ideally 3 years
*Experience with the above duties
*Level 4 diploma ideally, working towards may be considered
*STEP qualification ideal
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Chartered firm, looking for a Paraplanner in Bristol.
Industry: Financial Planning
Location: Bristol
Salary: circa £45,000
Job Reference: 10106
Job Description:
Recruit UK are working on exciting opportunity for an Paraplanner to join a Chartered Financial Planning firm in Bristol.
As this fantastic firm continues to grow their client base, they are looking to expand their back-office team to support the Advisers in servicing and maintaining a high level of service to clients. They offer a wide range of Financial Planning, including pensions, investments, tax planning and more.
Duties:
*Creating suitability reports following client meetings
*Attending client meetings and supporting in maintaining strong relationships
*Cashflow modelling
*Conducting product research with recommendations
*Ensuring compliance and FCA regulations are followed
*Work closely alongside the administrators and advisers
Benefits:
*Competitive salary circa £45,000
*11% pension contribution
*Bonus scheme based on company performance
*Employee ownership trust
*4x DIS
*Fantastic progression and development opportunities
*Exam funding and support
Skills and experience required:
*Experience working as a Paraplanner, ideally 3 years
*Experience with the above duties
*Level 4 diploma ideally, working towards may be considered
*STEP qualification ideal
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Chartered firm, looking for a Paraplanner in Bristol.
Job number 3362198
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...