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Junior Paraplanner

  • Salary: £22000 - £27000 per annum + Benefits
  • Location: Bristol
  • Sector: Administration
  • Job type: Permanent
  • Date posted:
    08 May 2018
  • Job reference: 30862

Are you an IFA Administrator or Trainee Paraplanner, looking for your next step to progress your career in financial planning? An award-winning firm are seeking a Junior Paraplanner to join their team in Bristol.

The Company
My client is one of the largest and longest-established financial planning firms providing holistic financial advice, operating nationally, with offices across the UK.

My client is looking for a Junior Paraplanner to provide efficient and timely provision to their Bristol office.

Training towards the following responsibilities

  • Request and obtain all necessary information and undertake financial analysis to enable financial reports to be produced for the Adviser
  • Undertake research to allow the Technical Adviser and Adviser to identify suitable solutions to meet the client's needs
  • Prepare information/comparisons for analysis by the Technical Adviser and Adviser
  • Request and obtain application forms and other associated paperwork
  • Ensure appropriate data is accurately recorded on company back-office system(s) and updated in line with company procedures
  • On-going servicing of clients as and when required

To be successful you will need

  • Progression with industry qualifications
  • Understanding of the financial planning process
  • Ability to work within define business processes
  • An assertive approach to dealing with product providers and fund management groups

If successful, you will benefit from

  • Highly competitive salary
  • Career framework with clear progression
  • High retention of staff
  • Discretionary annual bonus
  • 10% pension contribution
  • Life assurance - 4x annual salary
  • Private medical insurance
  • Extra annual leave purchase available

This is an excellent next step for someone in Bristol looking to be a Junior Paraplanner, in order to build their career and gain the relevant knowledge and experience needed to maximise their potential. Our client is looking for assertive individuals with a "can-do" approach and good communication skills. If you match my client's requirements, send your CV across now and we will be in touch with more information! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: