Wealth Management

Job Title:

Experienced Paraplanner-Bristol

Reference:

8932

Sector:

Wealth Management

Location:

Bristol

Contract Type:

Permanent

Salary :

40000

Job Description:

Company

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

Role

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.

Experience

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.

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