Paraplanner - Bristol

Coast Specialist Recruitment
35000.00 GBP Annual
29 Jul 2017
19 Aug 2017
Contract Type
Full Time

A leading & long established Asset Management group has an excellent opportunity for a Paraplanner to join their Bristol practice.

The Paraplanner will join a highly qualified and award winning team of professionals that offer advice to clients with different levels of wealth throughout the UK

Main Duties:

- Discuss client objectives with the Adviser during debrief and identify any shortfalls in client information

- Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.

- Undertake research to identify suitable solutions to meet the client's needs.

- Check all compliance paperwork and internal sign off documents are present.

- Prepare draft recommendation reports

- Ensure appropriate data is accurately recorded and updated on Company back-office system(s)

- Undertake annual reviews

- On-going servicing of clients

- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures


- Understanding of the Financial Planning/Corporate Advice process

- Regulated Diploma in Financial Planning (CII) - Level 4 Or Diploma in Financial Planning

- Good report writing and communication skills.

- Ability to work within defined business processes and to achieve agreed outcomes without supervision.

- Strong IT skills.

If you would like to apply for this vacancy, please contact Karen Halliday