Paraplanner

Mbf are working with a very successful Independent Financial Advisers in Bristol to recruit an experienced Paraplanner. Our client is well established and have an excellent reputation, they are a growing business that have managed to maintain their friendly company feel.

They are now seeking to recruit a Level 4 qualified individual. This position will be responsible for supporting the companies Directors & successful IFAs, this will be a vital part of the team and you will have a genuine impact in the advice process.
The ideal candidate will have:

• Strong technical knowledge of financial planning and investment products
• Excellent research and analytical skills
• Ability to communicate complex financial information to clients and colleagues in a clear and concise manner
• Attention to detail and ability to work to tight deadlines
• Advanced experience with financial planning software
• Strong organizational and time management skills

Responsibilities:

• Supporting financial advisors with research, analysis and report writing
• Preparation of financial plans, investment reports and suitability letters
• Liaising with clients, product providers and other professionals as required
• Maintaining accurate records and ensuring all files are kept up to date
• Staying up to date with industry regulations and market changes

In return the client is offering:

• Basic salary to £45,000
• Bonus
• Good holiday entitlement
• Hybrid working split between office & home
• Additional benefits including: pension, death in service etc