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Trainee Paraplanner

2 weeks ago

Bristol, United Kingdom Ortus PSR Full time

**Trainee Paraplanner**

**Location: Bristol**

**Salary: £22,000 - £26,000**

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered status.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and other 3rd parties, to obtain any information that may be needed

**Skills**:

- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired