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Location: Bristol
Department: Advisory Operations
Type: Permanent, Full-Time
Working Style: Hybrid
Join a fast-growing wealth management group that's reshaping the industry.
This organisation is expanding rapidly through strategic acquisitions, offering a unique blend of start-up energy and the stability of private equity backing. It's an exciting time to be part of a team that's driving innovation across the wealth value chain-from financial planning and investment management to platform, trading, and custody services.
About the Role
My client is looking for a skilled Paraplanner to support Financial Planners in delivering high-quality, compliant advice to clients. You'll play a key role in research, report writing, and ensuring recommendations align with client needs and regulatory standards.
Key Responsibilities
* Draft suitability reports in line with compliance and departmental standards.
* Collaborate with Financial Planners to ensure complete and accurate client information.
* Interpret meeting notes and prepare tailored recommendations.
* Provide technical guidance to advisers to support good consumer outcomes.
* Maintain accurate workflow records and case files.
* Conduct research and analysis on existing policies and schemes.
* Support the processing of new business linked to your cases.
* Stay up to date with industry knowledge and regulatory changes.
As a Paraplanner are client is looking for:
* Experience in a Paraplanning role within a similar environment.
* Strong technical knowledge, ideally with a Diploma in Financial Planning (or working towards).
* Excellent communication, analytical, and time management skills.
* Ability to work independently and as part of a collaborative team.
* High attention to detail and a commitment to delivering quality outcomes.
Benefits Include:
* Private Medical Insurance (post-probation)
* 25 days annual leave (plus buy/sell up to 5 days)
* Life Assurance & Health Cash Plan
* Discretionary performance bonus
* Employee Assistance Programme
* Complimentary lunch and snacks in the Bristol office
* A wide range of flexible benefits to suit your lifestyle
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
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