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Paraplanner

Bristol (City of Bristol)
mbf
Posted: 6 June
Offer description

A highly regarded wealth management firm is looking for an experienced Paraplanner to join their growing team. This is a fantastic opportunity to become part of a supportive and forward-thinking business that invests in its people and encourages long-term career development. As a Paraplanner, you’ll work closely with Financial Advisers and the wider team to deliver high-quality, compliant financial planning support. You’ll play a key role in preparing detailed suitability reports, conducting research, and ensuring the smooth delivery of advice to clients. What’s on offer: Salary up to £47,000 (dependent on experience) 28 days holiday (plus bank holidays) Life assurance Private Medical Insurance (PMI) Excellent pension scheme Dental cover Discretionary annual bonus Full exam support towards professional qualifications Hybrid working - 3 days in the office, 2 from home Key Responsibilities: Produce accurate and compliant suitability reports across a range of advice areas Conduct in-depth research and analysis to support financial planning recommendations Liaise closely with Advisers, clients, and providers to ensure a seamless service Maintain up-to-date knowledge of financial products, legislation, and industry best practices Contribute to the ongoing development and improvement of internal processes What we’re looking for: Previous experience working as a Paraplanner within a financial planning or wealth management environment Level 4 Diploma qualified (or close to completion) Strong technical knowledge across pensions, investments, and protection Excellent written and verbal communication skills A collaborative team player with great attention to detail This is an excellent opportunity with a well-established and respected firm offering long-term progression and a strong package of benefits. If you're a Paraplanner looking for your next step in a dynamic and professional environment, we'd love to hear from you.

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