Our client is an award winning, Chartered Financial Planning business in Bristol. Their current requirement is for an experienced Paraplanner to join the organisation to provide technical support to the Financial Planners. The business specialise in providing holistic advice to a portfolio of HNW private clients, as a result they require an individual with experience within this environment or who is confident enough to deal with this level of client.
Duties will include;
- To support the firms Financial Planners & Directors
- Accurately prepare client reports, valuations, quotations, paperwork, engagement and recommendation letters
- Support Financial Planner with preparation of client correspondence, scheduling of meetings and meeting notes
- Provide technical assistance and research for Financial Planner
- Liaise with clients
This is an excellent opportunity to join a market leading business. You will be provided with first class training & support, there will be opportunities to progress and you will be supported for any market exams you wish to take.