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Job description

We are working with a highly reputable financial planning firm who due to recent maternity leave are now looking for Paraplanner to join their Bristol team on a hybrid/remote basis. This is a 12 month FTC role so could be suited to someone who may be have taken some time away from paraplanning and would like to return/someone looking to move away from advice and test a paraplanning role/or someone whos contract has just come to an end.

Hybrid working is encouraged across the team, but should you live further afield they will also consider someone to only be in the office once a month!

The Ideal candidate will be diploma qualified or very close to obtaining.

Duties will include:
Develop and maintain effective relationships with clients and colleagues.
Prepare suitability reports across a wide range of financial products.
Ensure all relevant compliance paperwork has been carried out.
Carry out technical research as part of the existing arrangement review process.
Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
Obtain data on in-house and third party products in order to provide technical valuations as required.

This role will see you working closely with the senior partners in the business, with your fellow paraplanning and client services team to provide the highest level of service to the clients.

Benefits include:

  • Pension at 6%
  • PMI
  • Life Cover
  • Group Income protection

For more information on this unique hybrid/remote paraplanning opportunity please click apply and we will be in touch.

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