Job Description
Paraplanner
đLocation: Bristol
đŒ Department: Advisory Operations
đ
Type: Permanent, Full-Time
đ Working Style: Hybrid
Join a fast-growing wealth management group thatâs 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. Itâs an exciting time to be part of a team thatâs driving innovation across the wealth value chainâfrom 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. Youâll play a key role in research, report writing, and ensuring recommendations align with client needs and regulatory standards.
Key Responsibilities
1. Draft suitability reports in line with compliance and departmental standards.
2. Collaborate with Financial Planners to ensure complete and accurate client information.
3. Interpret meeting notes and prepare tailored recommendations.
4. Provid...