Wealth Management

Job Title:

Experienced Paraplanner-Bristol




Wealth Management



Contract Type:


Salary :


Job Description:


A top 20 chartered Accountancy practice now requires an experienced Paraplanner to join their Wealth Management division.


You will be required to support consultants providing financial planning advice across investments, life insurance, pensions and tax planning for High Net Worth client portfolio. As an experienced Paraplanner within the department, there will be a dedicated team of administrators who will support you providing technical advice to several Advisers and Directors.The role will include research, preparing suitability letters, annual reports and making recommendations for client meetings.


To be considered for this role you will be a motivated and experienced Paraplanner. You will be qualified to a Diploma level as a minimum or within one exam.                                                   An excellent opportunity to work within a forward thinking and well respected establishment.

Latest Vacancies

NEW! Senior Mortgage Administrator Bristol Excellent Career Progression Great Salary and Bonus

View more details

20 x Telephone Based Mortgage Advisors - Gloucester Great Company

View more details

Mortgage Advisor - West Bromwich - Excellent Career Progression

View more details

Mortgage Advisor - Romford - Excellent Career Progression

View more details

New! Paraplanner - Bristol - Great Company

View more details

Premier Relationship Manager- Bristol-Excellent Opportunity

View more details