Paraplanner

1 month ago

Bristol, United Kingdom FinLink Full time

Paraplanner, outskirts of Bristol

Hybrid,

Up to £45,000

This paraplanner role is best suited to paraplanners with at least a year’s worth of experience in addition to holding at least the level 4 diploma in financial advice. The business will provide you with great benefits and for those who are chartered a salary of up to £45,000.

The Company

The company are directly authorised and specialise in providing advice to high-net-worth clients, in addition to providing corporate services. The business is growing through acquisitions and organic growth, and this is the reason they need a new paraplanner to join them. Based about 5 miles out of Bristol City Centre, you will miss the city traffic, benefitting from onsite parking and beautiful grounds surrounding the office.

The Role

You will be providing paraplanning support for the advisers within the firm, helping them with giving the best financial advice to their clients. This includes preparing client suitability and annual review reports, ensuring they adhere to both FCA and firm guidelines. You will research products, funds, and investments, undertake tax calculations, and keep up to date with tax rule changes.

The Benefits

* Salary of up to £45,000

* 26 days holiday to 31 days after 5 years + bank holidays.

* A day off each year where you can volunteer to undertake charity work for a charity of your choice.

* Generous employer pension contribution.

* DIS Cover provided.

* Income Protection cover.

* Discretionary bonus available.

* Private Medical Insurance and Health Cash plan.

* Free parking is provided.

* Cycle to work scheme.

* Support with achieving professional qualifications.

How to apply

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest

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