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Introducing remarkable Wealth Management professionals to industry leading organisations
Job Title: Paraplanner
Location: South Bristol
We are working with a highly reputable and well-established Chartered Financial Planning firm who are looking for a Senior Paraplanner to join their office in South Bristol. Our client has a strong track record of delivering exceptional financial advice and personalised solutions to their clients.
As a Paraplanner, you will work closely with the advice and paraplanning team to provide technical support for the business on behalf of their clients.
This role is suitable for various levels of experience, from Mid to Senior Paraplanners.
What they offer you:
* Income Protection
* Group Life Cover
* Private Medical Insurance and Health Cash Plan Schemes
* 26 days holiday + Bank Holidays
Key Responsibilities:
* Provide comprehensive technical support to financial planners/advisers
* Writing detailed suitability reports
* Conducting detailed research
* Planning work such as cashflow, IHT, tax calculations, and income planning
* Investment and pension calculations for CGT, income tax, and IHT
* Managing workflow and supporting team development
Qualifications and Skills:
* Experience as a technical paraplanner
* Strong knowledge of financial products and investment platforms
* Excellent organizational skills and ability to prioritize tasks
* Proficiency in Microsoft Office and CRM systems
* Attention to detail and accuracy
* Excellent communication skills, both written and verbal
* Level 4 Diploma qualification (Chartered preferred)
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance
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Bristol, England, United Kingdom — 2 months ago
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