Our client based south of Bristol (BS48) requires a Paraplanner to join their existing team. Required to support Financial Planners and Investment Managers by carrying out research, calculation work and preparing reports, ensuring the delivery of high-quality reports and recommendations for clients and clear information to instruct administrators and providers. The role requires a strong attention to detail, and a deep understanding of financial planning strategies, regulations, and products.

• CII PFS diploma qualified

• Administration or Paraplanner background in Financial Services 

• Excellent numeracy and literacy skills

• Ideally educated to A-level standard, or equivalent