Paraplanner

Cavendish Maine; Bristol; On-site; GBP 30,000 - 45,000; Full time

Job summary

An independent financial advisory firm in Bristol is seeking an experienced Paraplanner to support their team of Advisors. The role involves preparing detailed and compliant suitability reports. Ideal candidates will have a strong attention to detail and experience in a similar role. This position offers the opportunity to work in a well-established and reputable firm in the financial sector.

Qualifications

• Experience as a Paraplanner in a financial advisory context.
• Strong attention to detail and compliance-oriented.
• Excellent communication skills for report writing.

Responsibilities

• Prepare detailed, accurate, and compliant suitability reports and recommendations.

Job description

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors.

The Role

Key Responsibilities:

• Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendations - click apply for full job details