Paraplanner

Recruiter
Search Consultancy
Location
Bristol (City Centre)
Posted
30 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Paraplanner, based in Bristol, competitive basic salary, excellent benefits package

To be considered for this role, you will need to have experience in carrying out a similar role and ideally be Level 4 qualified, though you will be considered if significant progress towards this has been made.

Main duties of this role include:

* Liaising with Advisor. Discussing client objectives, identifying shortfalls
* Undertake technical research for discussion with Financial Advisor
* Check all compliance paperwork is present
* Production of compliant suitability letters
* Ensure departmental procedures and KPIs are present

The suitable candidate will have:

* Knowledge and understanding of the financial planning process
* Strong report writing skills
* Ability to work within a team, though also able to plan and manage own workload
* Strong IT skills

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.


This job was originally posted as www.totaljobs.com/job/76042089