About this role
Paraplanner based in Bristol
Competitive salary + market leading benefits package, bonus, flexible working
Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.
The successful candidate will:
* Level 4 qualified.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.
The main responsibilities within the role include providing accurate and compliant reports across IHT, Investments, and Pension products and you will work closely with the IFA and also be key to maintaining and developing long standing relationships with Private Wealth clients.
This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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Contract Type
Permanent
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Specialism
Financial Services
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Working pattern
Flexi Working
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Job ref
83564
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Expiry date
19 May 2024
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Learn more about a career in Financial Services
Are you good with numbers and can quickly problem-solve? A role in Financial Services could be for you. Find out more about the career opportunities it can offer.
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