Location
Bristol
Salary
£35000 - £40000
TypePermanent
WorkplaceOn-Site
Ref87322
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.