Paraplanner

Recruiter
Coast Specialist Recruitment
Location
Bristol, Avon
Salary
30000.0000
Posted
17 Jun 2017
Closes
17 Jul 2017
Contract Type
Permanent
Hours
Full Time

Paraplanner - Bristol

Salary: £30,000 - £37,500

An excellent opportunity for a Paraplanner to join a Wealth Management company who provide Financial planning solutions and financial advice to clients. The successful candidate will be working in a modern, friendly working environment.

The specifics of the role include -

• Provide support to the Financial Advisors

• Prepare and Write Suitability reports and letters

• Deal with enquiries from clients and other staff members

• Carry out research for information and analysis of client financial arrangements

• Communicate with team members to keep client information up to date

• General product and solutions research

• Manage work flow with other staff members

• Answering phone and post queries

To apply for this position, you must have a Regulated Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning.