Job Description

Job description

I'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team.
You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection.

What's on offer:

  • Hybrid working
  • Salary £52, (depending on experience)
  • Attractive annual bonus
  • 25 days annual leave/holiday trading (buy/sell)
  • Life insurance - 4x base salary
  • Private medical insurance

    • What we're looking for:

  • Diploma qualified or working towards Chartered status
  • Solid paraplanning experience, with strong technical knowledge
  • Excellent report writing and...

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