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.
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.
Candidates must be Diploma qualified with previous paraplanning experience, and keen to continue their professional development.
Up to £42,000 depending on qualifications and experience.
Contact: Karen Cummins
Sector: Financial Services
Location: North Bristol (Hybrid Working)
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.
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About Cavendish Maine
Cavendish Maine is a team of expert, straight-talking, and talented recruitment professionals with a shared passion to connect employers with the candidates they need to grow their business. With 30 years of experience, we adapt each recruitment process to meet the needs of our clients, through a blend of the very best recruitment practises, delivered with committed focuss on quality, understanding and integrity at every stage.
Whilst we are all very different, we share a set of values which is at the heart of what we do.