Paraplanner - North Bristol

Posted 6 April by Recruit UK

We are working closely with a financial planning firm in north Bristol who are looking to expand their back-office support team.

They are actively looking to take on a paraplanner who can help delivery high quality reports and research. The ideal candidate will have previous paraplanning experience and be part/diploma qualified.

You will be working within a team of paraplanners alongside an administration team to ensure the best professional service is provided to the clients.

Your main focus will be to ensure reports are written within a timely and efficient manner. That all documents meet the FCA’s Rules and Regulations. Ensure that all files and filing systems are in accordance with GDPR specifications.

You will act as a main point of contact and deal with any queries from the clients and any third parties. As you will be a point of contact you will be expected to be professional and build a relationship with the clients.

A competitive salary of up to £37k is on offer along with free parking and other benefits!

For more information please contact louise bibb on 01179-170416. Quote reference 12446

Application questions

Do you have previous paraplanning experience?
Are you part/diploma qualified?

Reference: 34845370

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