Paraplanner - Financial Services

This is an excellent opportunity for a Paraplanner to join a reputable company in Bristol, working within the Banking & Financial Services sector. The role requires strong analytical skills and the ability to provide high-quality support to financial advisors.

Client Details

The company is a well-established organisation within the Business Services industry, recognised for its professional approach and expertise in the Banking & Financial Services sector. As a medium-sized business, it offers a collaborative and professional working environment.

Description

• Prepare detailed financial plans and reports for clients in collaboration with financial advisors.
• Conduct research and analysis on financial products to support client recommendations.
• Ensure all documentation complies with regulatory requirements and company standards.
• Maintain accurate client records and manage data effectively.
• Assist in the development of strategies to meet client financial goals.
• Provide technical support to financial advisors during client meetings.
• Stay updated with the latest industry trends and regulatory changes.
• Work efficiently within a team to deliver excellent client service.

Profile

A successful Paraplanner should have:

• Relevant qualifications in financial planning or a related field.
• Proven experience in the Banking & Financial Services sector.
• Strong knowledge of financial products and services.
• Excellent attention to detail and organisational skills.
• Proficiency in relevant software and tools for financial planning.
• A proactive approach to problem-solving and meeting deadlines.

Job Offer

• Competitive salary ranging from 45,000 to 55,000.
• Permanent position in a reputable organisation based in Bristol.
• Opportunities for professional development and growth.
• Supportive and collaborative company culture.
• Comprehensive benefits package.

This is a fantastic role for an experienced Paraplanner looking to further their career in the Banking & Financial Services sector. If you are based in Bristol or looking to relocate, we encourage you to apply.