Paraplanner - Bristol, South West England

Ref: 504Friday 13 May 2022

£32,000 - £40,000

National IFA firm in Bristol looking to hire a Paraplanner to support their team of advisers in the Bristol office. We are looking for individuals who are motivated and wanting to further their career within the financial services industry. We are looking for an experienced candidate, preferably with level 4 diploma as a minimum (or close to).


You should be a strong organiser with the ability to prioritise and have a positive ‘can do, will do’ attitude. With a keen eye for detail and good grammar you will need to be I.T. savvy.


You should be a great communicator and enjoy working either within a team and individually - managing your own workflow and tasks independently and efficiently. You will be required to keep up to date with technical, product and provider changes.


To be considered:

Experience in a Paraplanning role in a similar environment.

Experience of working with IT systems that support this service

Ideally, Diploma in Financial Planning (or equivalent)

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