Paraplanner - Basic Salary to - Bristol, United Kingdom - mbf.

mbf.

Verified Company

Bristol, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Mbf are working with a boutique firm of Chartered Financial Advisers in Bristol to recruit an experienced & qualified Paraplanner.

The client is a small but highly professional and successful financial planning practice, they provide specialist high qualityadvice to clients across the South West.

Due to continued growth, they now require an additional Paraplanner to join their team.

In this role you will work closely with the companies MD & Partners, you will be a vital part of a busy team and will have a genuine impact in the advice process.

Duties include:

Ensure all client work is compliant and supported with relevant paperwork
Understand clients overall financial position from IFA fact finds
Accurately prepare suitability reports and letters to target deadlines
Undertake research in preparation of client recommendations
Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks
Complete technical research as part of the existing arrangement review process

The client is looking to recruit an experienced Paraplanner, to be considered you must have previous expereince in a Paraplanner role (ideally 3+ years) and you MUST be Diploma qualified.

Individuals that hold Chartered status would have an advantage.

In return the client is offering an excellent basic salary to £55,000 + bonus and full company benefits.