PA/Paraplanner - North Bristol
I am representing an established Financial Planning firm in North Bristol who are looking to take on a Part/Diploma qualified candidate to join their expanding team whilst working alongside a successful and dynamic SOLLA Financial Adviser who offers advice on Employee Benefits, Group Pensions, Share Purchase and Key Person Insurances.
This paraplanning role offers a broad range of responsibilities and opportunity within a professional financial planning environment your main duties will include:
· Suitability report writing,
· Attending client meetings and acting as liaison for all queries
· Preparing and completing literature for meetings
· Analysis of clients existing products
· Build relationships with product provider representatives
· Meeting and greeting clients.
To be successful you will need to be knowledgeable and positive to carry out tasks on other projects that may arise. The firm has an exemplary record and wants to maintain their high standards of service and advice, so the successful candidate must be highly professional and confident in their communication and be able to present complex information.
My client is open minded to the candidates they meet and would welcome those from a Compliance, and Paraplanning background, including those who are keen to progress towards becoming an adviser. Ideally, you will have at least 2 years’ relevant experience.
There is flexibility with this role and could be the option to work from home/flexible hours/ Part Time hours. There is a benefits package and performance incentives as well as a competitive salary.
If you are interested in applying for this role, please contact Louise Bibb at Recruit UK on 01179-170416, and quote reference 11694