Job Description
Senior Paraplanner
Location: Bristol, hybrid working – 3 days office 2 days WFH.
Salary: £45,000 – £50,000 + Discretionary Bonus + Benefits
Company: Global Wealth Management Firm
Experience Required: Minimum 10 Years Paraplanning Experience
Overview
We are seeking a highly experienced Senior Paraplanner to join our clients Bristol office. This is an exciting opportunity to work with a global wealth management company, supporting Financial Planners in delivering high-quality advice and client service. You will play a key role in report writing, technical research, mentoring junior team members, and enhancing paraplanning processes and tools.
Key Responsibilities
1. Draft suitability reports in line with compliance and departmental standards.
2. Collaborate with Financial Planners to ensure complete and accurate client information.
3. Interpret adviser meeting notes and prepare tailored recommendations with precision.
4. Provide technical guidance to advisers to support good consumer outcomes.
5. Uphold Treating Customers Fairly (TCF) principles and ensure a consistent client experience.
6. Maintain high standards of data quality and compliance across all pr...