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|Salary||£22k to £26k|
|Sector||UK & Regional|
Assistant Paraplanner required for my client's offices in Bristol. The ideal candidate will have started their Diploma in Financial Planning and will have an understanding of the Financial Planning process.
If you are a driven Paraplanner with excellent communication skills both written and verbal then this could be the role for you.
- Produce new business illustrations
- Prepare information/comparisons for analysis by the Paraplanner and adviser
- Request and obtain applications forms
- Ensure appropriate data is accurately recorded on back-office system
- Understanding of the Financial Planning Process
- Ability to multi-task
- Strong IT skills in Word and Excel
- Effective verbal and written communication skills
In return our client is offering an exceptional salary, training and benefits.
Please contact me for a confidential discussion on 0161 697 4172 or Hannah.Beatham@Bruinfinancial.
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