Trainee Paraplanner

Found in: Talent UK C2 - 2 weeks ago

Bristol, United Kingdom Bruin Full time
Ref: 37318

A market-leading Financial Services organisation is looking to grow their team with the addition of an Assistant Paraplanner.

 

You will be working within a centralised team based in Bristol that supports Paraplanners and Advisers across the UK and daily duties will include;

  • Support Advisers in the advice-giving process with data collection, product research and production of application forms and supporting literature.
  • Obtain information on existing policies
  • Issuing a letter of authority
  • Chasing up providers
  • Produce new business illustrations.
  • Prepare information/comparisons for analysis by the Paraplanner and Adviser.
  • Request and obtain application forms and other associated paperwork.
  • Ensure appropriate data is accurately recorded on Company back-office system

 

Ideally the successful candidate will already be working within a Financial Services organisation with a sound understanding of the Financial Planning process and will have started their studies towards their DipFA and be looking to continue with this.

 

This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role. Hybrid working is on offer with a home/office split.

 

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

 Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons - men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

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