Paraplanner
- Recruiter
- Flair4recruitment
- Location
- Bristol
- Salary
- 30000.00 GBP Annual
- Posted
- 03 Oct 2017
- Closes
- 25 Oct 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Our client, a top finance firm in Central Bristol, are seeking a Paraplanner to join their team.
You will be joining a centralised team and working proactively with advisers, compliance and product providers to help design and deliver first class; client centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant. As part of a fully integrated financial services firm you will be working alongside internal investment managers, product experts and technical advisers.
Skills and experience:
- Min level 4 qualified and ideally holding advanced CII/IFS qualifications
- Preference given to those who are AF3/G60 qualified (will also be interested speaking to candidates sitting AF7)
- Experienced working within a financial planning firm
- Excellent knowledge of Pensions and Investment products
- Strong analytical and research skills
- Strong report writing and verbal /numerical skills
For more information about this role, please get in touch with an updated copy of your CV.