This vacancy is now closed

Paraplanner - Bristol - South West

Basic to £42,000 - Financial Advice
Ref: 392 Date Posted: Monday 19 Nov 2018
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Job Title:                Paraplanner

Location:                Bristol

Remuneration:       Basic to £42,000 

This opportunity is with an established and expanding national wealth manager and it offers considerable scope to develop your career in a number of directions.You will be involved and be responsible for:

  • Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser
  • Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client’s needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future allocation of assets for investment strategy with regard to client risk profile.
  • Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures.
  • Undertake annual reviews, where appropriate.
  • On-going servicing of clients as and when required.

You will be Level 4 qualified.

For further details please contact David Hill,, or call 0797 999 6365