Tate Bristol
Bristol, Avon
19 Jun 2017
19 Jul 2017
Contract Type
Full Time

Tate are really excited to be working with an award winning Brand who are currently looking to expand their Bristol office.

This is an exciting opportunity for a Paraplanner to join a national company.

As a Paraplanner you will be providing technical research services as well as prepare advice for clients to a high quality.

The main responsibilities of the role will include but may not be limited to:

- Developing and maintaining relationships with clients and colleagues

- Prepare suitable reports and deal with client enquiries

- Carry out relevant compliance paperwork

- Obtain date to provide technical valuations and carry out technical research

- Support the Financial team in order to meet targets and client expectations.

You will need to possess the following:

- Level 4 Diploma in Financial Planning

- High IT Skills

- Excellent verbal and written communications.

The company really supports their employees and therefore are looking for someone with the desire to progress and becoming a Financial Advisor.

The role is paying up to £38,000 - £40,000 per annum

This role is working Monday - Friday, 8am - 6pm

If this role is of interest please apply online or contact our Bristol branch and ask to speak to Georgie.