Juice are delighted to be supporting an independent financial advisory organisation in the heart of Bristol city centre with their recruitment for a Paraplanner. This is an excellent opportunity for an experienced Paraplanner to join a busy, supportive and growing team.
You will become part of a like-minded team focused on delivering client-focused services and solutions. You will be responsible for assuring all documentation is completed and updated, undertaking product/provider/fund research, assisting with cashflow forecasting and preparing suitability reports. You will also produce valuation statements, review documents for client reviews, implement portfolio changes, liaise with clients and advisers, as well as assist with client meetings as required.
The ideal candidate will have:
- Excellent report writing skills
- Ability to analyse statistics
- Ability to conduct research for appropriate providers and investments
- Good understanding of compliance issues
- Good time management skills
- Excellent interpersonal and IT skills
The successful candidate will be an experienced paraplanner who is minimum level 4 diploma qualified. Preferably you will have a good understanding of defined benefits, although training will be provided.
If this sounds like the ideal opportunity and you would like to find out more about the role, please contact Freya at Juice Recruitment today!