modern approach

traditional values


Paraplanner

Location: Bath

Salary: £25,000 - £35,000

Type: Permanent

Category: Paraplanning

Ref: SW/2482

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.

Day to day this paraplanner position will see you:

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

 

What’s in it for you?

Salary range £25,000 to £35,000 (dependent on experience) plus professional study support, and great benefits. 25 days holiday plus an extra day off for your birthday.

We’re looking for someone who has:

  • Relevant experience gained in a Financial Planning/IFA Company – applications are welcome from both experienced Paraplanners and those with good technical administrative skills looking to take your next step in to Paraplanning
  • Good analytical and research experience/ability
  • Good report writing ability, excellent attention to detail with strong communication and interpersonal skills
  • Ideally Level 4 Diploma or working towards or the Certificate in Paraplanning

Next steps:

If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 9625005; we can then discuss this is more detail and ascertain if you’d like to be presented for the opportunity.  

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 latest blog...

Our exciting new partnership with Preferred Recruitment Solutions (PRS)

Our exciting new partnership with Preferred Recruitment Solutions (PRS)

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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I can't recommend Jess and the team at Sandringham Wood enough for all the kind help and efforts in my recent career step. Finding the right job is seldom an easy task but with the key advice and guidance provided from Jess and the team...


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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