Paraplanner

Salary: Up to £50,000

Location: Hybrid (Minimum 2 day per week in Bristol office)

A growing and well-established UK financial planning firm is looking to appoint an experienced Paraplanner to support its expanding advisory team.

This is an excellent opportunity to join a collaborative and client-focused business that provides holistic financial planning advice across pensions, investments, protection and estate planning.

Working closely with Financial Planners, you will play a key role in the preparation of suitability reports, technical research and annual client reviews, helping to deliver high-quality and compliant advice to clients.

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• Preparing detailed suitability reports and recommendation letters
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• Supporting annual reviews and Annual Suitability Assessments
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• Conducting technical research across pensions, investments and protection products
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• Liaising with providers for policy information and illustrations
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• Supporting advisers pre- and post-client meetings
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• Maintaining accurate client records and ensuring FCA compliance
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• Working closely with advisers, compliance and administration teams
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• Assisting with ongoing improvements to paraplanning processes and templates
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• Minimum 2 years’ paraplanning experience within a UK financial planning firm
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• DipPFS qualified (or equivalent Level 4 qualification)
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• Strong technical knowledge across pensions, investments and protection
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• Experience producing compliant suitability reports
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• Familiarity with industry systems
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• Strong attention to detail and organisational skills
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If you are an experienced Paraplanner looking for a new opportunity within a progressive independent firm, we would be keen to hear from you. Please apply with your CV for consideration.

If this role is not quite the right fit, we work on a range of opportunities across the South West, so please feel free to get in touch confidentially.