Location: WINSCOMBE
Salary: £38,000 - £60,000
Type: Permanent
Workplace: On-Site
Ref: 88717
Job Title: Technical Paraplanner
Location: North Somerset
Hours: 35.5 hours per week (Mon 8:30-5, Tue-Fri 9-5)
About the Firm: This well-established, independent financial planning and wealth management firm in North Somerset has been providing tailored financial solutions since the mid-1990s. Known for its experienced team and commitment to client service, the firm prides itself on helping clients achieve their financial goals with confidence.
Key Responsibilities:
1. Supporting advisors with client enquiries and day-to-day liaison
2. Preparing bespoke, compliant suitability reports tailored to client needs
3. Completing quarterly portfolio analyses and six-monthly investment review reports
4. Assisting with annual review packs and writing review letters including recommendations
5. Conducting technical research on products and platforms to support the firm's panel decisions
6. Collaborating closely with advisors and administrators to ensure excellent client outcomes
7. Contributing to process improvements based on internal feedback
Required Qualifications & Experience:
* Diploma in Financial Planning (CII preferred)
* Working towards or willing to work towards Chartered Paraplanner status
* Minimum 3 years paraplanning experience or 5 years in a similar administrative role
* Degree preferred but not essential
* 120 UCAS points (A-Level BBB or equivalent)
What's on Offer:
* Supportive and collaborative work environment valuing your input
* Opportunities for professional development and career progression
* Competitive salary range £38,000 - £58,000 depending on experience, plus bonus scheme
* Company social events such as summer BBQ and Christmas party
* 21 days holiday plus additional days over Christmas
* Enhanced pension scheme with extended service benefits
* Hybrid working considered for the right candidate
If you're an experienced paraplanner looking to join a dynamic team in North Somerset, we'd love to hear from you.
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