About this role
Paraplanner at TrinityBridge. Location: Bristol, England, United Kingdom. Role: producing reports, conducting research, preparing recommendations Requirements: Regulated Diploma in Financial Planning (CII) or equivalent; producing suitability reports, financial analysis, product research, compliance checks, strong IT and report writing skills, ability to follow processes and prioritise workload. Category: Finance and Accounting Seniority: Mid Level Certifications: regulated diploma in financial planning (cii) Commitment: Full Time Workplace: Hybrid Languages: English