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
*Progression and development opportunities (support with learning areas of paraplanning)
*Exam funding and support


Skills and experience required:
*Experience working within the financial service industry
*Experience with the above duties
*Strong administration skills such as communication, prioritisation and time management


About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Chartered Financial Planning firm in Bristol on an Associate Paraplanning and Administrator role.


Our commitment to you:
*Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
*Start every journey with a conversation to find out about you in-depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.


Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.