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|Sector||Wealth & Asset Management|
Salary: £35,000 - £42,000 plus PMI/PHI/Dental/Pension & Childcare vouchers
Bruin Financial are working with an award winning IFA practice who pride themselves on offering a passionate, personalised and friendly service. They are looking to recruit an experienced Paraplanner to join their team located in Bristol.
Your responsibilities would include:
Preparation of suitability letters, reports and recommendations for areas including; investments and pensions.
Undertake pension, income drawdown and investment reviews as well as making recommendations across these areas.
Product and fund research.
Formulate illustrations and proposals whilst undertaking research to support recommendations.
Provide technical support to complex client queries.
Knowledge of Pensions, Investments, Life and Protection.
Diploma in Financial Planning required.
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