Paraplanner

Paraplanner – up to £40,000 – Bristol 

Responsibilities 

• To draft suitability reports with guidance from the Financial Planner
• Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.
• Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
• To ensure that the customer experience follows the Group’s defined standards and TCF is always maintained.  
• To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role.

Job Requirements

• Level 4 Diploma.
• Previous Paraplanning experience, and sound technical knowledge .
• Ability to work as part of a team and to learn new skills/knowledge.
• Excellent standard of written and verbal communication skills
• Analytical mind and excellent attention to detail.