Financial Planning Assistant – Bristol - c£30k

  • Recruit UK
  • Bristol, United Kingdom
  • 19/06/2017
Full time Paraplanner

Job Description

We are working with a Financial Planning firm who are looking to grow their team in Bristol.

Working very closely with the Senior Chartered Financial Planner you will support the delivery of exemplary client service and outcomes.

You will be responsible for preparing client files for the suitability advice process, maintaining their internal systems, providing pre-and post client meeting support as well as attending client meetings, so candidates with fantastic communication skills only will be considered.

This role would suit someone who is looking for the opportunity to develop their client facing skills.

To be a successful candidate:
• You will be 75% of the way or have obtained the level 4 Financial Planning Diploma

• You will be working within a back-office function and have experience within Paraplanning.

• You will be enthusiastic and have a can do attitude

• Have fantastic communication skills

• Looking for the opportunity to take the next step in your career ultimately being given the opportunity to become a Chartered Financial Planner.

You will be provided with full financial support for exams, will be given study leave and will be working alongside experienced and highly qualified Chartered Fellows.

A fantastic salary is on offer of c£30k with a great benefits package.

To apply for this job click Apply below or call Louise Bibb at Recruit UK on 01179 170416. Please quote Financial Planning Today jobs and reference 11487.