Paraplanner

A fantastic opportunity to join a fast growing Financial Planning firm based in Bristol. Due to growth our client is looking for a bright and motivated IFA Administrator to join their existing team. The role will involve collaborating with Financial Planners and other colleagues to provide support to both them and the firms clients. The company are proud of their fantastic, fun loving, collaborative culture and are hoping to find somebody who shares these values. If you have IFA Administration experience and would like a change of environment get in touch.

What can we offer?

• Competitive salary
• Work from home day allowance
• Pension scheme
• Death in service of 3x salary
• Recruitment reward incentive
• Free eye tests and glasses contribution
• Funding of further education and courses
• Employee assistance programme
• Bike loans
• The opportunity to join a young and energetic Financial Planning firm

What are we looking for?

• Diploma qualified
• Experience with Voyant useful but not essential
• Excellent communication skills
• Self motivated
• The ability to work well in a team
• Positive attitude
• Strong pensions and investments knowledge is desirable

Role Synonyms

Para planner, Financial Planning Analyst, Associate Financial Planner, Financial Planning Technician, Adviser Support