Technical Adviser (Paraplanner)
Our client, an award winning Wealth Management company are now on the hunt for a Technical Adviser (Paraplanner) to join their busy team in Bristol. This firm offers a tailored service to clients with different levels of wealth throughout the UK and believe in building long-term relationships with clients based on trust and high levels of service.
Key responsibilities include:
To be considered for this opportunity you must possess the Regulated Diploma in Financial Planning (CII) level 4, the Diploma in Financial Planning, or be very close to. You will have a good understanding of the Financial Planning and Corporate Advice process where appropriate. Cash flow forecasting experience and previous use of Intelligent Office would be advantageous, but this is not an essential requirement.
In return you will receive a competitive salary with excellent company benefits.
Please apply today if this sounds like your next move.