Paraplanner - Bristol

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

Job summary

An established industry player is seeking a skilled Paraplanner to enhance their team near Bristol. In this full-time office-based role, you will provide high-level technical paraplanning, including cash flow models and suitability reports. The ideal candidate will possess a Level 4 Diploma and have at least three years of paraplanning experience. You will collaborate closely with Financial Planners, conduct investment research, and ensure client objectives are met with precision. If you thrive in a fast-paced environment and have excellent communication skills, this opportunity is perfect for you.

Qualifications

• Minimum of 3 years’ experience in a paraplanning role.
• Strong technical knowledge of financial products and services.

Responsibilities

• Assist Financial Planner with client advice and technical support.
• Prepare financial plans and cash flow forecasts.

Skills

Technical Paraplanning

Cash Flow Modelling

Investment Research

Financial Analysis

Communication Skills

Attention to Detail

Teamwork

Organizational Skills

Education

Level 4 Diploma

Chartered Status (working towards)

Tools

Curo

FE Analytics

Voyant

Job description

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Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report.

Key Responsibilities:

· To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.

· Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.

· Provide research and analysis of investment funds and financial products, whilst considering the client objectives.

· Review asset allocation for any investment/pension holdings

· Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.

· Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.

· Liaise with Product Providers / Third Parties regarding any technical queries

· Accurately complete new business sheets to be handed over to the PA.

· Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.

· Demonstrate a strong technical knowledge and understanding of all financial products

· Be level 4 diploma qualified as a minimum and ideally working towards Chartered status

· Have a minimum of 3 years’ experience within a paraplanning role

· Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous

· Have a good attention to detail

· Be a good team player

· Excellent communication skills, both verbally and in writing

· Be comfortable with working in a fast-paced environment

· Be organised and able to manage a busy workload

This will be a full time office based role near Bristol.