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Paraplanner

  • Bristol
  • Permanent
  • £40,000 - £60,000 + Bonus & Benefits

Job details.

Are you a skilled Paraplanner seeking an exciting opportunity to advance your career? We are working with a dynamic and reputable financial planning & investment management organisation. Our client is a rapidly growing firm, known for dedication and exceptional service to their HNW & UHNW client book. Our client has its own in-house Discretionary Fund Management (DFM), they offer a unique and integrated approach to financial planning and investment management.

Role: Paraplanner

Responsibilities:

  • Collaborate closely with our Independent Financial Advisers (IFAs) to provide comprehensive support in the preparation of financial plans and recommendations.
  • Conduct detailed research and analysis on various financial products, including pensions, investments, and protection plans.
  • Prepare detailed and accurate reports, financial plans, and suitability letters tailored to individual client needs and objectives.
  • Ensure all client recommendations and documentation comply with industry regulations and internal standards.
  • Maintain up-to-date knowledge of financial products, market trends, and regulatory changes.
  • Assist in client meetings, where necessary, to provide technical support and help explain complex financial concepts.
  • Liaise with clients, product providers, and other stakeholders to facilitate smooth implementation of financial plans.
  • Contribute to the continuous improvement of paraplanning processes and systems.

Qualifications and Experience:

  • Proven experience as a Paraplanner within an IFA environment, with a strong understanding of financial planning and investment management.
  • Experience working with HNW clients is highly desirable.
  • Strong analytical skills with the ability to interpret and present complex financial information clearly and concisely.
  • Excellent written and verbal communication skills, with a high level of attention to detail.
  • Proficiency in using financial planning software and CRM systems.
  • Relevant financial services qualifications (e.g., Diploma in Financial Planning, CII, CISI) are essential.
  • Ability to work independently and as part of a team, managing multiple tasks and priorities in a dynamic environment.

What We Offer:

  • Competitive salary to £45,000 if Diploma and up to £60,000 if Chartered.
  • Opportunity to work with a reputable and growing organization that values professional development and career progression.
  • Collaborative and supportive work environment.
  • Discretionary bonus
  • 26 days holiday to 31 days after 5 years + bank holidays
  • Support with achieving professional qualifications
  • Private Medical Insurance and Health Cash plan
  • A day off each year where you can volunteer to undertake charity work for a charity of your choice
  • Generous employer pension contribution
  • DIS Cover provided
  • Income Protection cover
  • Free parking provided

Sector:

  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

Contact Us

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