Technical Adviser (Paraplanner)

Professional Recruitment
From £30,000 to £38,000 per annum
16 Feb 2017
16 Mar 2017
Contract Type
Full Time

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:

  • Discussing client objectives with the Adviser during debrief and identifying any shortfalls in client information
  • Requesting and reviewing all necessary information and undertaking financial analysis to produce financial reports for discussion
  • Undertaking research to identify suitable solutions to meet the clients needs
  • Checking all compliance paperwork and internal sign off documents present
  • Preparing draft recommendations reports and ensuring any recommendations are in line with internal guidance and procedures
  •  Undertaking annual reviews
  • 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.