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Paraplanner - Junior or Senior Considered

2 months ago

Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

Job Opportunity:

We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will play a crucial role in supporting our financial advisors with technical aspects of their work.

About the Role:

This is an exciting opportunity for a motivated and organized individual to join our expanding Independent Financial Advisory firm. As a Paraplanner, you will be responsible for:

  • Assisting financial advisors with research, cash flow, and suitability letter writing
  • Providing administrative support to the team
  • Working closely with experienced Paraplanners and Junior Paraplanners
  • Collaborating with the admin team to ensure seamless support
  • Opportunities for progression into advice roles

What We Offer:

We offer a competitive salary, 25 days holiday + Bank holiday, 8% company pension contribution, Group Life Cover / Private Medical Insurance, and the opportunity to work for a Chartered company with a fantastic reputation.

Requirements:

To be successful in this role, you will need:

  • Previous experience of supporting financial advisors with technical aspects
  • Desirable: CII Diploma in Financial Planning or equivalent, or close to completion
  • Excellent communication and organizational skills

Working Hours:

Monday to Thursday: 8.45am - 5pm, Friday: 8.45am - 12.45pm

Location:

Our client is based south of Bristol, and you will need to be a car driver due to the rural location.