Senior Paraplanner
Location: Bristol, hybrid working – 3 days office 2 days WFH.
Salary: £45,000 – £50,000 + Discretionary Bonus + Benefits
Company: Global Wealth Management Firm
Experience Required: Minimum 10 Years Paraplanning Experience
Overview
We are seeking a highly experienced Senior Paraplanner to join our clients Bristol office. This is an exciting opportunity to work with a global wealth management company, supporting Financial Planners in delivering high-quality advice and client service. You will play a key role in report writing, technical research, mentoring junior team members, and enhancing paraplanning processes and tools.
Key Responsibilities
* Draft suitability reports in line with compliance and departmental standards.
* Collaborate with Financial Planners to ensure complete and accurate client information.
* Interpret adviser meeting notes and prepare tailored recommendations with precision.
* Provide technical guidance to advisers to support good consumer outcomes.
* Uphold Treating Customers Fairly (TCF) principles and ensure a consistent client experience.
* Maintain high standards of data quality and compliance across all processes.
* Update workflow systems to support accurate and timely management reporting.
* Manage personal caseload efficiently and maintain up-to-date records.
* Conduct research and analysis on existing client policies and schemes.
* Generate illustrations and Key Features documentation to support advice.
* Stay current with industry developments and maintain technical expertise.
* Coach, mentor, and support the development of junior paraplanners.
* Champion best practices and process adherence across the team.
* Identify and implement improvements to paraplanning processes.
Requirements for Senior Paraplanner:
* Qualifications:
* Level 4 Diploma in Financial Planning (minimum)
* Level 6 or working towards Level 6 (preferred)
* Experience & Skills:
* Minimum 10 years of paraplanning experience
* Strong technical knowledge across financial planning areas
* Proven mentoring and coaching abilities
* Excellent written and verbal communication skills
* High attention to detail and analytical mindset
* Strong time management and ability to meet deadlines
* Collaborative team player with a proactive approach
Benefits
* Competitive salary package
* Discretionary annual bonus
* Comprehensive benefits scheme
* Opportunities for professional development
* Supportive and inclusive team culture