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My client, a leading Wealth management practice in the UK who offer holistic advice to private and corporate clients have an exciting opportunity for a junior Paraplanner to join their growing and well regarded team in the centre of Bristol.
Within this role, the Individual will be responsible for providing efficient professional and technical support to the financial planners in the office, undertaking analysis and review of transferring pension schemes, income drawdown and phased retirement plans, identifying outstanding pension information as required and ensuring all client information and facts are up to date for analysis review to be undertaken. As this position will see you liaising with advisers, pension scheme providers and clients, it is essential that you have exceptional communication skills.
You will have already obtained the diploma in financial planning and have a comprehensive knowledge of all areas of Financial Services/Advice, especially, pensions and investments.
It is essential that you have a good attention to detail, strong work ethic and be accurate and numerate. You will be comfortable working to deadlines and using initiative when working alone or as part of a team. Experience and Knowledge in Microsoft office is essential and with your proven organisation skills, you will be able to multi task.
This role may suit an experienced administrator from and IFA or Pension background.
In return, my client offers a salary up to £34k for the right candidate and the opportunity to work within a supportive and professional environment.

To find out more about this role, please contact This email address is being protected from spambots. You need JavaScript enabled to view it. quoting Sipps Professional Online and reference 2161.