modern approach

traditional values


Paraplannner

Location: Bath

Salary: £33,000 - £35,000

Type: Permanent

Category: Paraplanning

Ref: SW/2463

This paraplanner position, based in Bath, will see you working for an award winning National IFA and providing paraplanning support to the company’s financial planners to assist them in the delivery of advice and ongoing services to prospective, new and existing clients.

Salary on offer is up to £35,000 plus professional study support, and great benefits. 25 days holiday plus an extra day off for your birthday. Annual conference for all paraplanning/administrative team.

Day to day you’ll:

  • Conduct research on clients’ financial planning arrangements (existing and recommended); to demonstrate suitability and sustainability to meet the clients stated needs and objectives
  • Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk
  • Compile investment/pension/protection illustrations, projections and associated documentation
  • Prepare technical and accurate suitability reports in line with company standards
  • Prepare client service agreement letters
  • Assist in the management of the Advisers’ client commitments, diary planning and management of fee income, as required
  • Handle client queries, as required
  • Ensure client files comply with the company business quality standards
  • Assist in checking client valuations
  • Provide support with ad hoc projects and tasks where necessary.

You’ll have:

  • Paraplanning experience gained from working within a financial planning/Independent Financial Adviser company or have strong technical administrative experience and looking for the next step into Paraplanning
  • Good analytical and research experience
  • Good report writing ability with excellent communication and interpersonal skills
  • Ideally Level 4 Diploma or working towards or Certificate in Paraplanning

Company information:

One of the UK’s leading national independent advisory businesses; an award-winning company (The Sunday Times 100 Best Companies to Work For 2015). They provide quality, independent whole of market advice, on the whole range of financial planning services to their clients; both private and corporate.

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 your career aspirations in more detail and ascertain if this is an opportunity you'd like to explore further. 

 

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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Our exciting new partnership with Preferred Recruitment Solutions (PRS)

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Jessica Wood
29 January 2019

In line with our firm belief that effective collaboration is key to success, we’re delighted to announce our new partnership with fellow Bristol-based financial services recruitment consultancy, Preferred Recruitment Solutions (PRS) . Like us, PRS adopts a consultative and personable approach where clients and candidates benefit from the same high-quality, proactive...

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Sandringham Wood
54 Parrys Lane, Stoke Bishop
Bristol, BS9 1AQ

Sandringham Wood Recruitment Ltd is a company registered in England and Wales
(Reg No. 6822844) Registered Office: 54 Parrys Lane, Stoke Bishop, Bristol BS9 1AQ.

Sandringham Wood is a partner company of Preferred Recruitment Solutions (PRS).

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