Paraplanner - Junior or Senior Considered

7 days ago


Bristol, Bristol, United Kingdom Cranleigh Personnel Full time
Paraplanner Role Overview

We are seeking a skilled Paraplanner to join our team at an expanding Independent Financial Advisory firm. As a Paraplanner, you will play a crucial role in supporting our Advisers with technical aspects such as research, cash flow, and suitability letter writing.

Key Responsibilities:
  • Collaborate with Advisers to provide high-quality support and research
  • Assist with cash flow and suitability letter writing
  • Work closely with the admin team to ensure seamless administrative support
  • Contribute to the growth and development of the firm
What We Offer:
  • A collaborative and supportive work environment
  • Opportunities for career advancement and professional development
  • Study support towards further exams and chartered status
  • A competitive salary and benefits package
Requirements:
  • Previous experience in a Paraplanner role or similar
  • Strong technical skills and attention to detail
  • Excellent communication and teamwork skills
  • Ability to work in a fast-paced environment
Company Information:

Our client is a Chartered firm with a strong reputation for providing high-quality financial advice. We are committed to supporting the growth and development of our team members and offer a range of benefits and opportunities for career advancement.



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