• Location:

    Bristol, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    John Keane2

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Startdate:

    19/07/2019 16:09:13

Paraplanner based in Bristol with a Wealth Management company.

Competitive basic salary with good benefits.

The role will include

* Preparing suitability reports for investments, pensions and protection.
* Preparing cases for investments and pension replacements which involves researching the existing products, charges and performance comparisons and writing the suitability reports.
* Ensuring all files are in line with regulations and the corporate standards.
* Dealing with the high net worth clients.
* Valuations of clients existing portfolios and calculating the growth and comparing against benchmarks.
* Preparation of files to enable the adviser to present the recommendations to the clients.
* General servicing of clients existing portfolio including fund switches, withdrawals and day to day queries.

Ideally Diploma qualified with experience
2-3 years' of experience in wealth/advisory environment

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