Recruit UK is working alongside a Financial Planning firm in the North of Bristol who are looking to take on a Paraplanner to join their expanding team.
Working closely with the rest of the support team, you will be required to provide efficient Paraplanning and administration support to a financial adviser, working within agreed business objectives. Duties will involve elements of report writing, compliance, research and general financial services administration and data maintenance.
To be considered for this position, you will have at least 2 years relevant experience in paraplanning and report writing with an analytical and methodical approach, will hold FPC or equivalent on route to obtaining level 4, alongside the willingness to develop your skills and qualifications further and will have an understanding of Intelligent office or Intelliflo and O&M knowledge. It would be beneficial if you have experience in DB Pensions.
Our client is more attracted to those individuals who have the ability to fit in with the office. It is a very friendly, positive environment and it is essential for it to continue this way, so you will be a team player, hard working with a positive attitude and excellent interpersonal and communication skills.
You will be able to hit the ground running and will have a professional approach at all times.
You will act as an additional liaison regarding new and existing research for the company and be pro-active in participating within practice meetings, so a professional appearance and demeanour are essential for this post as is having strong organisation skills, technical knowledge of Microsoft packages and financial systems.
In return, the successful applicant will receive a salary c£25,000 - £35,000 doe with the opportunity for flexible working (part-time/homebased)
To discuss this role in more detail, please contact Louise Bibb at Recruit UK on 01179-170416. Quote reference 12040