Paraplanner - Route to Advisory

A prestigious financial adviser based in the Bristol currently seeks to appoint a new experienced Paraplanner to join their well respected team.

The role will initially be focussed on Paraplanning, providing full technical support to the firms Senior Financial Advisers, attending client meetings and shadowing the Advisers. The client is looking for a Paraplanner who is happy to stay within a Paraplanner for around 12-18 months with a view to moving into a Financial Planner role after that.

This well established business provide holistic advice to HNW & UHNW clients on all aspects of their financial planning at all stages of life - from helping them to build their assets and protecting them in the event of their death or critical illness, through to generating a secure income in retirement and meeting the costs of long-term care. The successful candidate will be qualified to Diploma level as a minimum and will ideally be near to their Chartered status. A great opportunity for an experienced Paraplanner who is now looking to take the next step in their career by moving into an advisory position.