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I'm currently partnering with a leading wealth management firm that requires a Paraplanner to join their team in Bristol. This is a newly created role as part of their growth strategy, which has resulted in additional headcount, revenue, and FUM this year.
The Bristol-based business offers a clear pathway for progression, whether towards an Advisory role or as a senior member of the paraplanning/support team. With an outstanding reputation, it stands out from competitors in the market.
Responsibilities:
* Preparing pre-approval documentation prior to report writing.
* Utilising technology to produce accurate solutions for clients.
* Providing accurate, timely, and compliant suitability reports.
* Ensuring all advice documentation complies with FCA guidelines.
* Collaborating with advisers to gather sufficient client information.
Benefits include:
* 30 days of annual leave plus bank holidays.
* Discretionary bonus.
* Flexible and hybrid working - 3 days/week in Bristol.
* Private medical insurance.
* Study support for professional development.
The ideal candidate will need to be based near Bristol and hold a Level 4 Diploma qualification. If you are interested in this role and would like more information, please send your CV to [emailprotected].
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