Paraplanner - Bristol, United Kingdom - Recruit UK

Recruit UK
Recruit UK
Verified Company
Bristol, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Role:
Paraplanner

Location:
Bristol

Salary:
Up to £45,000

Ref: 7286


Recruit UK is working with one of the UK's top tier Wealth Management companies, which is looking for a Paraplanner to join their team in Bristol.


Drawing on an impressive history, alongside embracing a modern approach this company has developed a leading client proposition that has allowed them to solidify their position in the profession.

With a presence across the UK, they managed over £44Billionof client assets through a dedicated team of professionals.


In this role, you will be working for the Financial Planning team which covers Bristol and the South West, supporting a team of advisers with the delivery of expert advice to private clients.

Their Paraplanners form an integral part of the advice process,meaning this will be a varied and engaging role. Alongside technical research, you will be involved in client meetings and regular ongoing client interactions.

There will also be a focus on developing relationships with internal investment managers, and otherteams within the business to ensure the best outcomes are achieved for clients.


What they are looking for:


  • An experienced Paraplanner with strong knowledge of pension and IHT planning
  • CII Diploma in Financial Planning
  • Track record using cash flow planning software
  • Ability to manage a varied workload
  • Clientfocused approach to work

What they offer:


  • Salary up to £45,000
  • Life assurance, Critical illness, and PHI
  • Professional development support
  • Excellent Maternity and Paternity cover
  • Employee share scheme
  • A supportive working environment
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