Financial Services Coordinator

2 weeks ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time

Job Summary: We are looking for a skilled Paraplanner to join our team in Bristol. As a key member of our team, you will provide administrative support to our Advisers and technical support to other staff.

Main Responsibilities:

  1. Assisting Advisers: You will assist our Advisers with their day-to-day tasks, ensuring they have the support they need to deliver excellent results.
  2. Recommendation paperwork: You will be responsible for compiling recommendation paperwork, including writing suitability reports.
  3. Tax calculations: You will produce tax calculations, including Inheritance Tax, Capital Gains Tax, Chargeable Gains, Annual & Lifetime Allowance.
  4. Client valuations: You will prepare client valuations and source fund/investment information.
  5. Document preparation: You will prepare relevant documents ahead of Client meetings.
  6. Record maintenance: You will maintain client and research records in line with procedures and compliance policies.

Salary and Benefits: The salary for this role is up to £40,000 per annum, depending on experience. We also offer a range of benefits, including professional development opportunities, flexible working hours, and a supportive team environment.



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