vacancy

Senior Paraplanner Bristol (1207)

Ref: 1207

Cathedral Appointments is looking to recruit a Senior Paraplanner to join a successful, well-respected Wealth Management firm on a full-time, permanent basis. You will be taking on a wide variety of duties including but not limited to drafting recommendations and undertaking technical/tax calculations. You should ideally be Level 4 qualified and have a minimum of 18 months paraplanning experience to your name.

This role can be undertaken on a hybrid basis or within the Office based in Bristol , with attendance required at either the firm's Bristol office once a fortnight

What will you be doing as a Senior Paraplanner?

  • Undertaking the research and analysis of products in line with recommendations by the Financial Planner.
  • Drafting the recommendations by the Financial Planner. 
  • Ensuring that all files and reports are compliant.
  • Attend internal events as directed by your line manager.

Skills/Qualifications of a Senior Paraplanner:

  • You should be Level 4 qualified.
  • You should have a minimum of 18 months’ paraplanning experience.
  • Demonstrable evidence of a delivering a compliant, well-researched and excellent quality paraplanning service.
  • Sound knowledge of industry issues and trends.
  • Excellent verbal and written communication skills.

The Benefits:

  • 25 days holiday + 8 bank holidays, increasing by 1 day for each year of service.
  • Access to a Group Pension with 3% Company contributions.
  • Company Maternity and Paternity Pay.
  • Access to an Employee Assistance Programme
  • Company Sick Pay

Reference 8977