Paraplanner

Recruiter
Kelly Services
Location
Bath, Somerset
Salary
30000.0000
Posted
13 Jul 2017
Closes
12 Aug 2017
Contract Type
Permanent
Hours
Full Time
Paraplanner
Job location: Bath, Avon
Job salary: £30,000 - £35,000 per annum + Benefits

Kelly Services is recruiting on behalf of a Bath based reputable Financial Services organisation. They are seeking a new Paraplanner due to recent internal promotion. Like Kelly they are experts in the service they provide, with a strong customer base and a foothold in their market. It is an exciting time to join due to their recent growth and positive change. The Directors of the organisation are welcoming, forward-thinking and open, which gives you a real sense that you are part of the bigger picture.

The organisation:
The role is based within a successful, acquisitive Wealth Management business who has grown considerably in recent times. The offices themselves are central, with easy links to the surrounding area you will be based close to the popular shops and restaurants. You would be relocated in open plan offices which include the main function for this regional company. It is therefore a busy location. They offer benefits of 25 days holiday, Pension, Life Assurance, Reward Scheme and Income Protection.

The team:
You will be supporting 2 Financial Advisors where you are the one point of contact for all things technical support based. You will need to have a good level of experience and autonomy to support the Advisors as you will be responsible for contact with the clients and dealing with any technical queries in their absence. You will also need to have a good understanding of the relevant information that the IFAs need to obtain in order to work efficiently as a team.

The role: 
The main objective of the position is to offer technical support to the Financial Planners, ensuring that clients are kept updated and any documentation is compliant to FCA regulatory standards. 

What's required from you:

Previous experience working within a similar role with an Advanced Financial Planning Certificate. You will be naturally client focused and highly organised.

You will have previous experience as either a Paraplanner, Para-planner, Financial Advisor, IFA Administrator. This Bath based job is commutable Bristol, Swindon, and Chippenham to name a few locations.

If this role sounds relevant please apply today.
Kelly Services are an Equal Opportunities employer for all jobs, and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

Kelly Services is acting as an Employment Agency on behalf of the client.