Paraplanner

  • Contract
  • Bristol, South West
  • Posted 1st May 2018
  • £35000.00 - £50000 per Annum
  • Ref: CM/30856
We are currently looking for an experienced Paraplanner to join a fantastic client of ours with great growth opportunity.

The successful candidate will have the following experience, skills and attributes:

Dip PFS or equivalent and working towards Chartered status
A sound knowledge of Investments, Pensions & IHT Planning
Knowledge and understanding of Centralised Investment Propositions
Previous experience in a similar role
Excellent IT office skills including Word, Powerpoint and Excel
Excellent communications skills
Experience of Cashflow modelling Software e.g.: Voyant and Cashcalc
Experience of using research tools such as FE Anayltics, Morning Star & Selectapension
Knowledge of Trusts

Our client offers a fantastic place to work in the Bristol with a competitive and flexible benefits package. Salary is competitive based on skills, qualifications and experience.

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