Paraplanner - Bristol

Title:            Paraplanner
Location:      Bristol
Basic salary: up to £35,000

Our client is an exclusive Wealth Management organisation with an outstanding reputation. They are now looking for a diploma qualified Paraplanner to join the team

Duties and Responsibilities:

To support the Advisors
Support available however you will be used to ensuring any reports are FSA compliant
Continue your professional development and be keen to take further exams
To build, grow and develop client relationships
You will be expected to utilise the existing client bank and develop it through referrals and professional connections
Continually seek to help the advancement of the business providing ideas, feedback and opportunities 
Attend internal company meetings when requested and provide training to other members of staff
Drive business development campaigns
Liaise closely with the Technical Analyst team when appropriate

Skills and experience

You will hold at least the Diploma in Financial Planning and be prepared to take further exams to become RDR compliant
A high level of professionalism is expected
A team player with the ability to build on and grow client relations
Self motivated with energy, enthusiasm and drive
Computer literate and a clear and concise communicator