Paraplanner

  • Location

    Bristol, England

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £37000 per annum + Bonus and Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2850_1617012634

  • Published:

    3 months ago

  • Expiry date:

    2021-04-28

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

A high end, boutique advisory practice currently requires a Paraplanner to join their team. Based in their Bristol offices, you will be working on a 1-2-1 basis with one of the Senior Advisers providing technical support and relationship management services. Your duties will include working closely with one of the Advisers to support them with all existing and new clients.

We are looking for a candidate with a minimum of 2 years experience in a Paraplanner role. You will ideally be Diploma qualified as a minimum and should have excellent communication skills as you will be dealing directly with clients on a regular basis; performing fact find reviews and discussing technical matters/ queries.

Salary on this role is negotiable depending on experience and qualifications. At the moment the company are working from home although it is likely that you will need to attend the office whilst your training and onboarding is taking place. It is the company's intention to get all staff back into the office once it is completely safe to do so.