My client are a well-established financial planning firm in North Bristol that provide forward-thinking advice to clients across the South West. Due to their continued success they are looking to add an experienced Paraplanner to their team.

Duties and Responsibilities: 
Undertake appropriate research and analysis to identify compliant solutions. 
Cashflow modelling. 
Draft and finalise letters, suitability reports and financial plans. 
Ensure client files are compliant with FCA guidelines.
Liaise with our Advisers, clients and providers as required. 
Maintain high technical knowledge relating to products and services, developed through on-going training and exams.
The team of Paraplanners work on a hybrid basis, spending 2 days a week in the office and 3 days working remotely. 

Qualifications: 
Candidates must be Diploma qualified with previous paraplanning experience, and keen to continue their professional development. 

Salary:
Up to £42,000 depending on qualifications and experience.

Additional Information:
Contact: Karen Cummins
Reference: KC/86401
Sector: Financial Services
Location: North Bristol (Hybrid Working)

Candidate care:
By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies.  If you do not want us to do this, please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.