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Paraplanner

Bristol

Permanent

£35,000 - £40,000

293266A

Paraplanner Thornbury, near Bristol £35k to £40k + potential bonus

Excellent opportunity for career minded Paraplanner with a successful & professional Chartered financial planning firm in Thornbury

The Role

As a Paraplanner you will work alongside the advisory team which includes the two directors. The role will incorporate traditional paraplanning work as well as being actively involved in client meetings. You will deal with wealthy & sophisticated clients that are often entrepreneurs, successful business owners etc. with complex investment and pension planning needs and tax related problems. Supported by a team of administrators, your responsibilities will include:

  • attending client meetings
  • developing and managing financial planning strategies
  • undertaking research
  • preparing reports

This role potentially offers a career pathway to full adviser status in 3 plus years.

The Company

Our client is a firm of Chartered Financial Planners based in Thornbury, South Gloucestershire. Now in their 28th year of trading, clients are predominantly SME business owners, senior executives and wealthy retirees. Their focus is very much on delivering lifestyle financial planning advice rather than product-based selling. This is an exciting opportunity to work directly with an up and coming firm (New Model Adviser Top 100 Firm in 2016 & 2018, Professional Adviser Awards Firm of the year finalist in 2017 and 2018). Benefits include 25 days holiday (increasing to 30 over 5 years); 3% (of full salary) employer pension contribution; A condensed working week finishing at 12.30 p.m. on Fridays; Free local parking.

The Person

As an experienced Paraplanner you will be Diploma qualified and either hold, or be working towards, chartered status (financial support is available to complete training). AF7 would be advantageous although not essential. You will also have:

  • excellent communication skills
  • good organisation skills
  • sound numerical ability
  • ability to work to tight deadlines

If you wish to be considered for the role of Paraplanner, please forward your CV quoting reference 293266A.

WE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UK

Applications are invited with experience in: paraplanner ifa financial advice mortgages pensions investments money finance AF7 financial planning chartered financial planner tax HMRC HNW Thornbury Bristol jobs

ThreePeople advertises vacancies on behalf of clients. If your CV matches our client's requirements, we will forward your details to them to confirm your suitability. By applying for this role, you consent to the submission of your details for this purpose only. Any data processed will be used for recruitment purposes only and will be not be retained by ThreePeople for a period longer than 6 months.

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