modern approach

traditional values


Trainee Paraplanner

Location: Bristol

Salary: £25,000

Type: Permanent

Category: Paraplanning

Ref: SW/2442

How would you like to work for one of Bristol's well-respected financial planning businesses where you'll get the chance to work with a great bunch of totally client-centric people who all work as a collaborative team to provide their clients with an overall fantastic experience; they're looking for someone with similar values who'd like to join them as a Trainee Paraplanner.

You’ll work in an environment that embodies a real culture of team work and client service, a place where you’re encouraged to ‘shine’; where new ideas are welcomed, where you’ll be actively supported to swim, not sink.

Their modern offices are smart and spacious, overlooking the water, in central Bristol, and can easily be reached by public transport, car, and park and ride. Close by is Cabot Circus with its’ array of shops and restaurants.

Within this trainee paraplanner role, you’ll be given a great opportunity to make a real impact and help promote the excellent service offered by the company.

As a member of the paraplanning team you’ll get the opportunity to receive on the job training; undertake research and analysis to meets clients’ needs and objectives, work closely with the financial planners to propose solutions and make recommendations based on detailed research. You’ll also get to attend client meetings with the financial planners as and when required.

 As a trainee paraplanner you'll have: 

  • Financial services administration experience with a good understanding of pensions, investments and protection
  • A desire to take your career forward into a paraplanning position
  • Working knowledge of Wrap Platforms and CRM databases
  • The ability to work to high levels of accuracy and detail
  • Excellent communication skills, enthusiasm and the ability to form strong relationships with both clients and colleagues
  • A desire to want to work for a firm who put the client at the forefront of all they do
  • The Level 4 Diploma in Financial Planning or working towards this
  • A minimum of Grade C GCSE or equivalent (Maths and English Language) and ideally be Degree educated.

Salary: c£25,000 plus an attractive bonus scheme and benefits

 

Next steps:

If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005; we can then discuss this is more detail and ascertain if you’d like to be presented for the opportunity.  

All applications are read thoroughly; if you don’t receive a response within 2-3 working days it will be because on this occasion your application hasn’t been successful. The only reason you’ll be deemed unsuccessful will be due to you not having the key experience or the right level of professional qualifications for the position.

By applying for this position you agree to Sandringham Wood processing your personal data, in line with our privacy notice https://www.sandringhamwood.com/privacy-notice

 

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