facebook

Paraplanner based in Bristol

Competitive base salary and benefits

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

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.