10 Mar 2018
14 Mar 2018
Contract Type
Full Time

Are you a career paraplanner looking for a challenging role within a Chartered Wealth Management practice?

My client is seeking an individual that must hold the diploma in financial planning, and have the necessary experience to hit the ground running in terms of writing reports.

The company currently deals with a variety of cases, some complex, focusing on Pension and Investment products.

The boutique size of the practice means you will be working directly with the directors of the business, and be expected to perform a variety of tasks that can range from DB Pension transfer reports to ad hoc administration duties.

Whilst paraplanning experience and the Diploma in Financial Planning are crucial to your application, knowledge of DB Pension transfers and the relevant pension qualification would be an added advantage.

Other preferential skillsets would include knowledge of FE Analytics, Selectapension and Iress XPLAN Financial Planning software.

In return our client will offer a competitive package, including a bonus on top of a salary, and flexibility on working hours and location (they have more than one Bristol office), if required.

This is a superb opportunity to really add value to a business, be well remunerated and retain control over flexibility of your hours. Part time hours would be considered for outstanding candidates. For further information please apply online.

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