Part Time 3 days a week including 2 from home
Salary, Full Time Equivalent £30,000 - £35,000 p.a.
We are delighted to be working with this small independent Chartered Financial Planner in a position to offer an opportunity for a part time experienced Paraplanner
The business uses market leading technology combined with the highest level of technical expertise, to set clients on the path to achieving their goals and enjoying lifelong financial wellbeing.
Responsibilities
Research, analyse and compile holistic Financial Planning Suitability Reports
Providing research on a client’s existing portfolio and investments, including asset allocation analysis
Conduct research on clients’ financial planning arrangements to demonstrate suitability and sustainability to meet the clients’ stated needs and objectives
Provide support with ad hoc projects and tasks where necessary
About You
CII Level 4 Dip qualified, or very close to
At least 2 years’ experience as a paraplanner
Experience of cash flow modelling and forecasting highly desirable
Experience with main research tools including FE Trustnet and Adviser Asset
Desire to develop professionally and have high levels of technical knowledge
An eagerness to continuously learn and develop skills and knowledge
Paraplanner, Bristol (Part Time) (BW-1879)
Part Time 3 days a week including 2 from home
Salary, Full Time Equivalent £30,000 - £35,000 p.a.
We are delighted to be working with this small independent Chartered Financial Planner in a position to offer an opportunity for a part time experienced Paraplanner
The business uses market leading technology combined with the highest level of technical expertise, to set clients on the path to achieving their goals and enjoying lifelong financial wellbeing.
Responsibilities
About You
Salary and additional Benefits
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