Bristol
We are working with a national Financial Services company that are looking to hire an assistant paraplanner that can offer quality support to the businesses advisers and clients. This role will include data collection, product research and application processing.
If you have experience working within Financial Planning, and are interested in progressing your career at a thriving firm with a fantastic reputation and culture, this opportunity could be for you. It would be advantageous if you have started your Diploma in Financial Planning.
BENEFITS
- Hybrid Working
- Exam support
- Private medical insurance
- Stakeholder pension contribution
- Gym discounts
- Ability to purchase holiday
- Cycle to work scheme
RESPONSIBILITIES
- Issuing letters of authority.
- Production of new business illustrations.
- Preparation of information for analysis by the Paraplanner and Adviser.
- Communicating with product providers and other external companies via telephone and mail.
- Supporting clients with queries, and obtaining required documents
What next?
Apply today for more information and to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.