Associate Paraplanner
8 days ago
Bristol
Job Title: Associate Paraplanner Industry: Financial Planning Location: Bristol Salary: up to £35,000 Job Reference: 10025 Job Description: Recruit UK are working on exciting opportunity for an IFA Administrator / Wealth Administrator to join a Chartered Financial Planning firm in Bristol as an Associate Paraplanner. As this fantastic firm continues to grow their client base, they are looking to expand their back-office team to support the Advisers in servicing and maintaining a high level of service to clients. They offer a wide range of Financial Planning, including pensions, investments, tax planning and more. Duties: • Sending LOA’s and processing new business, • Booking meetings, diary managing and preparing documentation for meetings, • Database management, • Suitability reports, • Meeting and greeting clients, • Attending client meetings and supporting in maintaining strong relationships, • Conduct some product research, • Other adhoc administration such as telephone management and filing Benefits: • Competitive salary of up to £35,000, • 11% pension contribution, • Bonus scheme based on company performance, • 4x DIS, • Progressi...