Paraplannerat CV Elite Ltd

CCV Elite LtdBristol
no cover letter

Paraplannerat CV Elite Ltd

CCV Elite LtdBristol
Bristolfull timeOn-sitePermanent
salaryOn application
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no cover letter · free · confidential
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the role

Join CV Elite Ltd as a Paraplanner in Bristol and become an integral part of our award-winning financial planning team. If you're experienced and technically savvy, this is your chance to make a real impact while enjoying substantial benefits and a supportive environment.

what you'll get

pension schemeReceive a 10% employer contribution.
continuous developmentAccess to ongoing professional training.

what you'll be doing

1Client SupportCollaborate with Client Directors to develop tailored financial solutions.
2Research & AnalysisConduct in-depth financial research to support client recommendations.
3DocumentationPrepare and review comprehensive financial reports and plans.
4Regulatory ComplianceEnsure all practices adhere to industry regulations and standards.

what you'll need

experience2+ years in paraplanning
hoursfull time
startasap
Financial analysisClient managementTechnical knowledgeAttention to detailRegulatory understanding
about this role

CV Elite Ltd is hiring a Paraplanner in Bristol. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.

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