Paraplanner (Bristol) - Ref 236

Closing Date: Sunday 03 June 2018
Primary Location: Bristol
Contact Email Address:
Contact Name: Emma Halliwell

We are seeking a Paraplanner to join our busy team in Bristol to take responsibility for liaising with Financial Planners, Financial Planning Assistants and other members of the team to understand our clients needs and devise research solutions for them.  You will draft clear, succinct and effective reports that include all the issues that the client should be aware of with firm conclusions and recommendations.

You will have:

  • Solid experience in a similar role
  • Strong research and report writing skills
  • Experience of working with centrally devised tools, templates and guidance
  • Experience of managing own work queue and being responsible for the quality of work produced
  • The tax regime – IT, CGT etc, Income Regime and how it would impact each client
  • CII Diploma in Financial Planning or equivalent is essential
  • CII Chartered Financial Planner status is desirable
  • AF3 or equivalent would be advantageous