We are working with a Financial planning company based in the centre of Bristol looking to take on a part/diploma qualified paraplanner to support the head of financial consulting. This role will provide you with valuable client facing experience and will offer you the opportunity to become CF30!
This role will expect you to perform a number of tasks including, reviews, research and preparing suability reports and Client review meetings.
To be a successful applicant you must have paraplanning experience within a previous role, be part/diploma qualified in financial planning and have excellent reports writing skills but also hold great communication skills as you will be a point of contact for the clients.
This is a competitive proposition to join a modern and expanding firm. Alongside the basic salary you will receive a range of benefits such as flexible working hours, early finish on a Friday, bonus scheme etc.
For more information on this role please contact Louise Bibb on 01179-170416. Quote reference 12137