Paraplanner
* Location: Bristol, (Hybrid Role) one day in the office
* Salary : 37-42k plus 10% bonus /benefits and exam support
We are a dynamic and client-focused financial advisory firm based in the UK, dedicated to providing holistic and tailored financial planning solutions. As part of our ongoing expansion and commitment to excellence, we are seeking an experienced and technically proficient Paraplanner to join our team.
Job Brief
This key role within our advisory process involves close collaboration with Financial Planners to deliver comprehensive and compliant financial advice. You will be instrumental in drafting high-quality suitability reports, conducting technical research, and preparing for annual reviews, including annual suitability assessments. The ideal candidate will have a broad experience across the financial market, including pensions, investments, protection, and estate planning. While experience in firms undergoing M&A activity is valued, it is not essential.
Key Responsibilities
1. Suitability Reports: Prepare detailed and compliant suitability reports and recommendation letters for a variety of product types. Ensure accuracy by reviewing fact-finds, risk profiling, and client objectives.
2. Annual Reviews: Assist Financia...