Job Description
This is a fantastic opportunity to join one of the country’s most stellar firms, synonymous with financial planning and investment management and a high standard of professionalism and expertise, in their field.
My client based in central Bristol is looking to add an experienced Paraplanner to complement their team of existing professionals. My client’s approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my client’s ethos and values.
The role is hybrid - 3 days working from my clients Bristol office, 9am to 5pm - Monday to Friday - 2 days working from home.
The purpose of this role is to provide a complete research and report writing support service for Financial Planners (Advisers), aiding them in the more highly skilled areas to ensure that clients receives a complete and comprehensive advice package.
Role Responsibilities
*
* To draft suitability rep...
My client based in central Bristol is looking to add an experienced Paraplanner to complement their team of existing professionals. My client’s approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my client’s ethos and values.
The role is hybrid - 3 days working from my clients Bristol office, 9am to 5pm - Monday to Friday - 2 days working from home.
The purpose of this role is to provide a complete research and report writing support service for Financial Planners (Advisers), aiding them in the more highly skilled areas to ensure that clients receives a complete and comprehensive advice package.
Role Responsibilities
*
* To draft suitability rep...
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