Paraplanner – Financial Services

Description

This is an excellent opportunity for a Paraplanner to join a reputable company in Bristol, working within the Banking & Financial Services sector. The role requires strong analytical skills and the ability to provide high–quality support to financial advisors.

Client Details

The company is a well–established organisation within the Business Services industry, recognised for its professional approach and expertise in the Banking & Financial Services sector. As a medium–sized business, it offers a collaborative and professional working environment.

Description

Prepare detailed financial plans and reports for clients in collaboration with financial advisors.Conduct research and analysis on financial products to support client recommendations.Ensure all documentation complies with regulatory requirements and company standards.Maintain accurate client records and manage data effectively.Assist in the development of strategies to meet client financial goals.Provide technical support to financial advisors during client meetings.Stay updated with the latest industry trends and regulatory changes.Work efficiently within a team to deliver excellent client service.Profile

A successful Paraplanner should have:

Relevant qualifications in financial planning or a related field.Proven experience in the Banking & Financial Services sector.Strong knowledge of financial products and services.Excellent attention to detail and organisational skills.Proficiency in relevant software and tools for financial planning.A proactive approach to problem–solving and meeting deadlines.Job Offer

Competitive salary ranging from 45,000 to 55,000.Permanent position in a reputable organisation based in Bristol.Opportunities for professional development and growth.Supportive and collaborative company culture.Comprehensive benefits package.This is a fantastic role for an experienced Paraplanner looking to further their career in the Banking & Financial Services sector. If you are based in Bristol or looking to relocate, we encourage you to apply.

Ad ID: 5417883792