Job Description
Paraplanner
Location: South Gloucestershire / North Bristol
Salary: Up to £38,000 (depending on experience and qualifications)
Hours: Full-time, office-based (flexi-time available)
We’re working with a well-established and reputable financial planning firm in the South Gloucestershire / North Bristol area that’s looking to recruit an experienced Paraplanner to join their team.
This is a great opportunity for someone who enjoys the technical side of financial planning and wants to be part of a supportive, professional environment. You’ll be working closely with advisers to prepare suitability reports, undertake product and fund research, and ensure the delivery of high-quality advice to clients.
Key Responsibilities:
* Prepare detailed and compliant suitability reports
* Conduct research and analysis to support financial planning recommendations
* Liaise with advisers and product providers to gather relevant information
* Maintain accurate client records and documentation
* Ensure all advice meets regulatory and compliance standards
About You:
1. Experienced Paraplanner with strong technical knowledge across pensions, investment...