Financial Services Specialist

3 days ago


Bristol, Bristol, United Kingdom VPA London Full time
Job Overview

VPA London, a leading provider of wealth management services, is seeking two highly skilled Paraplanners to join their team.

The ideal candidate will have 1-3 years of experience as a Paraplanner and possess excellent technical knowledge and attention to detail.

  • A good understanding of FCA COB rules is essential for this role.
  • The ability to work under pressure and as part of a team is also crucial.

Key Responsibilities:

  • To draft suitability reports that meet compliance requirements.
  • Ensure all information received from financial planners is complete and accurate for advice.
  • Assist in advisory on client meetings.
  • Perform ad hoc tasks as required.
  • Maintain customer experience standards.

Benefits:

  • An estimated salary of £40,000 per annum.
  • Hybrid working arrangement with three days in the office.
  • Private medical and dental insurance.
  • Employee pension scheme.
  • 24 days annual leave.


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