Paraplanner

Alliance Pictor Limited ,
Bath, Somerset
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Job Description

Our client is a leading West Country Financial Planning practice based in the beautiful and historic city of Bath. Paraplanner Vacancy - Based in Bath Full time Basic Salary £28,000 - £40,000 Depending on experience Competitive Bonus Incentives Free parking space PMI after 6 month probationary period 5% + 3% pension after 6 month probationary period Role * Producing Suitability Reports for all areas of financial planning; Protection, Investment, Retirement and IHT Planning * Collating information from the clients existing schemes to enable these to be reviewed accordingly * Managing client relationships whilst their new investments are set up * This is an amazing opportunity for the right candidate to join a successful and growing advisory practice, with scope for progression and career development. Experience * AF3 Preferable but not essential * Diploma in Regulated Financial Planning essential * Excellent time and self-management skills * Ability to work effectively both on your own and within a team

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