Paraplanner (Wealth Management) Long Term Progression

Paraplanner (Wealth Management) Long Term Progression

Weston Super Mare (Onsite)

�35,000 to �45,000 DOE + Discretionary Bonus + Training + Study Support + Company Benefits + Pension + 25 Holiday Days

Are you a Paraplanner, part-qualified and wanting study support, wanting to be part of a reputable and established wealth management firm with long term growth potential?

Do you want the opportunity to expand your paraplanning expertise, have study support, be part of a close-knit team and business growing in the next 5 years?

On offer is the opportunity to join an established, reputable, and growing wealth management business that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard-working environment.

In this role you will assist the financial advisers. This will involve; data entry, submitting applications, drafting suitability reports, conducting research, and client administration. The business encourages promotions from within in the medium to long term. They will also support you with gaining any exams you may want to sit after a probationary period.

The ideal candidate be working in wealth management, hold or wanting to complete CII Financial Planning Diploma and wants to widen their industry knowledge. You will have experience in suitability report writing, pensions, ISA, trusts, mortgage protection and investments and working closely as a team and closely with the advisors.

THE ROLE:

• Providing paraplanning and administration support for advisors
• Provide suitability reports and administration for the financial advisors.
• Attend client meetings to ensure client requirements are met.
• Ensuring all compliance standards are met.

THE PERSON:

• Paraplanner part qualified.
• People with practical experience are welcome to apply.
• Wanting study support to qualify in next three to five years.
• Commutable distance to Weston-Super-Mare
• Prepared to complete administration tasks as well as paraplanning reports

Key words: Administrator, Paraplanner, financial advisory, administration, clients, part qualified, Weston-Super-Mare, Bridgwater, Taunton,

Reference Number: BBBH18449

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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