Senior Paraplanner - Bristol - £35-40k + benefits
This organisation offers wealth management and financial advice to a wide range of private clients
The Senior Paraplanner is responsible for proactively working with clients and advisors, coordinating all relevant activities to deliver an excellent standard of service to clients.
The successful candidate will fulfil the following criteria:
- Previous paraplanning experience
- Significant knowledge of pensions, working on complex cases
- CFII AF3 preferred
- Strong analytical & research skills
- Excellent communication and influencing skills
This position offers a highly competitive salary and benefits package.