Paraplanner - Bristol

Focus Search and Selection
Bristol, Avon
18 Jun 2017
18 Jul 2017
Contract Type
Full Time


Location - Bristol

An IIC award winning CII Chartered financial planning company are seeking an experienced Paraplanner to join their current paraplanning team.

You will be involved in managing an existing portfolio of wealth clients however you will also be responsible for securing new business and promoting the clients proposition to maximise opportunities.

This is an exciting time to join the company for a Paraplanner with experience in DB pensions and investments, preferably Diploma Level 4 qualified, equivalent or you will be working towards it.

Our client is looking for someone with a proven track record in a similar role and knowledge of the financial services sector. You will be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.

The successful candidate will preferably be Diploma level 4 qualified/equivalent or will be working towards the qualification. You will have the ambition to succeed in a progressive and ambitious firm. You must be comfortable working under pressure to meet deadlines and have the ability to use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential.

In return you will receive a competitive salary, an impressive benefits programme. Our client offers full training, support and career progression and will provide an strong supportive working culture whilst promoting work life balance and developing their staff.

Don’t delay, apply today!

Due to the overwhelming application response, we received through various sources, should you not hear from us within one week, please assume that your application has been unsuccessful at this time