Paraplanner

Job title: Paraplanner
Salary: up to £40,000
Location: Bristol
Experience: Junior – Experienced             

Responsibilities:

• Providing ongoing administrative support to the Advisers and technical support to other staff
• Compilation of recommendation paperwork, including writing suitability reports
• Producing tax calculations (including Inheritance Tax, Capital Gains Tax, Chargeable Gains, Annual & Lifetime Allowance)
• Preparing client valuations and sourcing fund/investment information
• Preparation of relevant documents ahead of Client meetings
• Maintaining client and research records in line with procedures and compliance policies

Requirements:

• Experience working in a similar role
• Level 4 Dipfa qualified or working towards
• Confident speaking with clients
• Ability to manage own workload

Benefits:

• 25 days annual leave
• Exam support
• Excellent career development
• Pension 8%
• Early finish on a Friday