Are you PFS diploma qualified? Do you have excellent attention to detail and organisational skills?

Our client, a specialist in investment management and financial planning, is looking for a Paraplanner to join their Bristol office.

You will:

  • Work in collaboration with Financial Planners, Advisers, and other colleagues to provide technical support and report writing services for planning and advisory client work
  • Conduct client risk assessments, research, analysis, and product selection
  • Conduct planning work including IHT and tax calculations, Trust Solutions and Cashflow planning
  • Manage project work including report processing, document creation and overseeing the operation from start to completion

Your skills and qualifications:

  • PFS diploma qualified
  • Excellent numeracy and literacy skills
  • Confident IT skills, particularly with Microsoft Office packages
  • Excellent attention to detail, organisation, and time management skills
  • Critical thinker and problem solver
  • Excellent verbal and written communication skills

If this sounds like you, please contact Ellie Luxton at Flair for Recruitment for more information.

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