Paraplanner
If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you. In this role, you will work closely with Financial Planners to turn client objectives into clear, well-reasoned and compliant financial planning recommendations. You will be involved throughout the advice process, producing tailored suitability reports, undertaking detailed research and supporting ongoing annual reviews. You will handle a wide variety of cases across pensions, investments, protection and estate planning, giving you the chance to broaden your technical exposure. This role is well suited to someone who enjoys getting into the detail, thrives on accuracy, and wants to be part of a growing advice function where ideas for improvement are genuinely welcomed. The firm continues to expand nationally, meaning future opportunities may include progression into senior paraplanning, technical specialisms or adviser routes, depending on your ambitions. Paraplanner Requirements Essential - Level 4 Diploma in Regulated Financial Planning (or equivalent)
Essential - Minimum 2 years Paraplanning experience within a UK financial planning environment
Essential - Strong technical knowledge across pensions, investments and protection
Essential - Experience producing suitability reports and supporting advisers throughout the advice process
Desirable - Experience using financial planning software or research tools
The Company You will be joining a successful, growing UK financial planning business known for its supportive environment, structured development and commitment to delivering high quality advice. The company blends a collaborative office culture with flexible working arrangements. Paraplanner Benefits Salary up to £50,000 depending on experience
Hybrid working with minimum 1 day per week in the office (fully remote considered for strong candidates living outside a reasonable commute)
Employer pension contributions from day one, matched up to 5%
Life assurance (multiple of basic salary after qualifying period)
Access to 24/7 GP health support
Income protection
Health cash plan and wellbeing support
Optional private medical insurance
Long service rewards, paid volunteering day and cycle to work scheme
Location Hybrid working with access to a Bristol based office. Strong remote candidates from other UK regions may be considered. If you feel this opportunity aligns with your skills and ambitions, please apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
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