Paraplanner

Posted 19 April by Search
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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.

Required skills

  • Paraplanning

Reference: 52508559

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