Paraplanner
Bristol | Hybrid Flexibility | Up to £42,000+
An established and highly respected Financial Planning firm in Bristol is seeking a Paraplanner to join its expanding team.
The business has built an excellent reputation within the local market, boasts exceptionally low staff turnover and offers long-term career stability. This role would suit an experienced Paraplanner looking to join a collaborative environment with strong technical support and a varied client base.
The Role
• Producing suitability reports and financial planning recommendations
• Conducting research across pensions, investments and protection products
• Technical analysis of existing arrangements and recommendations
• Cashflow modelling support
• Liaising with Advisers, providers and clients
• Preparing annual review documentation
• Maintaining compliant and accurate client records
• Supporting the delivery of high-quality financial planning advice
What They’re Looking For
• Previous Paraplanning experience within a Financial Planning firm
• Ideally Diploma Qualified or working towards completion
• Strong technical knowledge across pensions and investments
• Experience producing suitability reports
• Ability to work independently whilst collaborating with Advisers and support teams
• Excellent attention to detail and communication skills
Package
• Salary up to £42,000+ depending on experience
• Flexible salary structure for exceptional candidates
• Study support available
• Free on-site parking
• Pension, death-in-service & income protection
• Private medical cover
• 25 days holiday plus bank holidays
Working Pattern
• Office-based initially to gain an understanding of the business and processes
• Hybrid flexibility (potentially 1 day in office) available as experience and tenure develop
Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector.