Paraplanner
Salary: Up to £50,000
Location: Hybrid (Minimum 2 day per week in Bristol office)
A growing and well-established UK financial planning firm is looking to appoint an experienced Paraplanner to support its expanding advisory team.
This is an excellent opportunity to join a collaborative and client-focused business that provides holistic financial planning advice across pensions, investments, protection and estate planning.
Working closely with Financial Planners, you will play a key role in the preparation of suitability reports, technical research and annual client reviews, helping to deliver high-quality and compliant advice to clients.
Key Responsibilities:
- Preparing detailed suitability reports and recommendation letters
- Supporting annual reviews and Annual Suitability Assessments
- Conducting technical research across pensions, investments and protection products
- Liaising with providers for policy information and illustrations
- Supporting advisers pre- and post-client meetings
- Maintaining accurate client records and ensuring FCA compliance
- Working closely with advisers, compliance and administration teams
- Assisting with ongoing improvements to paraplanning processes and templates
Requirements:
- Minimum 2 years’ paraplanning experience within a UK financial planning firm
- DipPFS qualified (or equivalent Level 4 qualification)
- Strong technical knowledge across pensions, investments and protection
- Experience producing compliant suitability reports
- Familiarity with industry systems
- Strong attention to detail and organisational skills
Apply
If you are an experienced Paraplanner looking for a new opportunity within a progressive independent firm, we would be keen to hear from you. Please apply with your CV for consideration.
If this role is not quite the right fit, we work on a range of opportunities across the South West, so please feel free to get in touch confidentially.