Our client who are a national wealth management firm with offices across the UK are currently seeking an experienced paraplanner to work in their Bristol office (hybrid working).
Working as a paraplanner you will work closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for providing research, analysis (including cashflow modelling analysis), technical support to advisers, and preparing suitability reports.
This firm will support you with technical qualifications and professional development in the role.
You must have paraplanning experience, be CII Level 4 Diploma qualified (or very near to this) and ideally be studying or be keen to study further qualifications.
Basic salary up to GBP50,000, benefits and pension.
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