Recruit UK are currently working with a thriving wealth management firm in Bristol City Centre, a national and growing IFA. They focus on longevity with their clients and are a very client centric company, with their clients being at the forefront of what they do.
Due to internal promotions within the team, they are now looking for a new Paraplanner to join their Financial Planning support team.
Your responsibilities will include but not be limited to:
- Review client files for accuracy and compliance with regulatory and internal standards
- Research and recommend financial strategies aligned with client goals
- Create and maintain cashflow models to support financial planning
- Provide administrative support and manage client servicing tasks
- Draft suitability reports and assist with application documentation
- Ensure all advice meets regulatory and internal compliance requirements
What’s in it for you:
- Salary Up to £55,000 (negotiable on experience)
- Support with travel costs to and from office
- Generous holiday allowance + a Christmas shutdown
- Social office – regular office trips
- Fantastic work culture
- Long-term progression opportunities
- Career professional development – support with study
Skills and experience required:
- Previous experience as a Paraplanner
- Level 4 Diploma qualified (is preferred, candidates with a lot of experience and working toward this may be considered)
- Experience with Intelligent Office is beneficial
- Attention to detail