I enjoy working in a countryside setting with the availability of scenic walks available over a lunchtime, we have a farm shop and café within walking distance and a Parsons Bakery a stones throw away in Long Ashton.I like to cycle to work to blow away the cobwebs in the morning, access via a cycle path is available for the commute, if you do come by car it’s a fairly quiet as the majority of traffic is headed into Bristol.As a small team of paraplanners we share all of our work and are not allocated to an individual adviser – this is agreed and planned amongst the team during our meetings.I feel that this collaborative approach helps each Paraplanner work to their strengths, but also allows for gradual exposure to products and services where they would like to gain greater knowledge and develop.
You can expect to work with both the Company Directors and their HNW client bank, as well as our Advisers providing them with the support they need to deliver solutions for clients with complex needs.
As a company we work in an environment of continuous improvement, and you will be expected to put forward ideas for improvement in areas such as compliance, work flow, report writing and proposition. You will be given the opportunity to implement identified improvement projects and see them through to completion.
If you are seeking a role where you will be listened to, and given the time, tools and support to push yourself forward in your career this could be the place for you.