modern approach

traditional values


Senior Paraplanner, Bristol

Location: Bristol

Salary: £40,000 - £46,000

Type: Permanent

Category: Paraplanning

Ref: SW/2534

 

How would you like to work as a Senior Paraplanner, within a great collaborative team, offering a hybrid working model and good progression opportunities to manage others?

Would you like to join a progressive, national financial planning business where your experience will be recognised, where you’ll add serious value to the overall client proposition and be rewarded accordingly? 

As part of the Bristol-based paraplanning team, you will work proactively with financial planners, to help design and deliver first-class client-centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant. 

As part of a fully integrated financial services firm, you will be working alongside internal investment managers, product experts and technical advisers. Using their cutting edge back office system you will also assist their dedicated Adviser Support teams to ensure client records are complete, up to date and accurate. 

For an experienced Paraplanner, this will be a great place to expand your skills while working alongside an experienced team that directly contribute and make a positive impact on the delivery of holistic financial advice. 

If you’re an experienced Paraplanner who has gained relevant experience within either an independent or restricted environment, then we’d love to hear from you - please get in touch for a confidential chat to find out more.

The company is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions.

Salary range: up to £46,000 dependent on experience and professional qualifications (ideally qualified to Chartered Status with AF7/AF3 advantageous).

Flexibility: While the role is full time there is flexibility around working hours and home working options to suit your needs 

Benefits: Annual bonus and benefits include non-contributory pension, 4 x death in Service, group income protection, childcare vouchers, and 25 days holiday.

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 in 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

 

 

 

What others say...

I have been incredibly impressed. I am approached by an awful lot of agencies in my line of work and work with a number but there are only a few that really impress me by the fact that they treat the interests of both candidate and...


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.

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