Paraplanner

JR United Kingdom; Bristol; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in wealth management is seeking a Paraplanner to enhance their team in Bristol. This newly created position offers a unique opportunity for career progression, potentially leading to an Advisory role or a senior paraplanning position. The firm is recognized for its outstanding reputation and growth strategy, making it a competitive choice in the market. The role involves preparing documentation, ensuring compliance with FCA guidelines, and collaborating closely with advisers to deliver exceptional client solutions. If you are passionate about financial services and eager to develop your career, this opportunity is tailored for you.

Benefits

30 days annual leave plus bank holidays

Discretionary bonus

Flexible working

Hybrid working - 3 days/week in Bristol

Private medical insurance

Study support

Qualifications

• Level 4 Diploma qualified is essential for this role.
• Strong compliance knowledge and report writing skills are crucial.

Responsibilities

• Prepare pre-approval documentation and suitability reports.
• Ensure compliance with FCA guidelines in all advice documentation.

Skills

Compliance Knowledge

Client Communication

Report Writing

Attention to Detail

Education

Level 4 Diploma

Tools

Financial Software

Job description

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.

The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market.

Responsibilities:

• Preparing pre-approval documentation prior to report writing.
• Utilising all technology to produce accurate solutions for clients.
• Providing accurate, timely and compliant suitability reports.
• Ensuring all advice documentation is compliant according to FCA guidelines.
• Working with the adviser to gather sufficient client information.

Benefits:

• 30 days annual leave plus bank holidays.
• Discretionary bonus.
• Flexible and hybrid working - 3 days/week in Bristol.
• Private medical insurance.
• Study support to develop and progress.

The successful candidate will need to be based local to Bristol and be Level 4 Diploma qualified. If this role sounds like it could be for you, and you would like some more information please send your CV to [emailprotected]