Our client are actively expanding their Paraplanning team and require a Paraplanner to join their fantastic team in their Bristol office. As part of a centralised team you will work proactively with advisers, compliance and product providers to help design and deliver first class, client centric solutions. The key to this role will be your ability to undertake the appropriate research to identify suitable products and solutions to suit our high net worth clients and prepare concise recommendation and suitability reports that are accurate and FCA compliant.
As a specialist member of the team, the role will involve providing guidance on technical issues (particularly relating to pensions) to both advisers and fellow Paraplanners. This will be carried out on top of usual duties which will include the gathering and review of detailed research, and the provision of accurate, well presented reports. To be successful in this role you will need the ability to communicate in a clear and logical format using language which can be easily understood by our customers.
Skills and experience
Successful candidates are likely to demonstrate the following:
·Considerable experience of working within a Paraplanning, or related role with extensive pensions knowledge
·G60 or AF3 qualifications.
·Knowledge of occupational transfers
·Strong report writing and verbal /numerical skills
·Strong analytical and research skills.
·Experience of Selectapension and O&M systems
As part of a fully integrated financial services firm you will be working alongside internal investment managers, product experts and technical advisers. Using their cutting-edge back office system you will also assist their dedicated Adviser Support teams to ensure client records are complete, up to date and accurate.
There is the opportunity for flexible working hours or home based working a few days a week!
For more information regarding the role please contact Louise Bibb on 01179-170-416