Paraplanner | Hybrid Bristol | Study for Chartered Status

Financial Divisions; West of England; Hybride; GBP 41 000 - 50 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Study support towards Chartered status

Progression opportunities

Résumé du poste

Financial Divisions in Bristol is seeking an experienced Paraplanner to join a growing team. You will support Financial Planners with technical research, reports, and client documentation across pensions, investments, protection, and tax planning.

You’ll work on varied client cases, gain exposure to complex strategies, and benefit from strong progression and study support. This hybrid role suits someone who enjoys the technical side of financial planning and clear client communication.

Qualifications

• Level 4 Diploma in Financial Planning is required.
• Experience as paraplanner in wealth management or financial advice is essential.

Responsabilités

• Prepare accurate, well-written suitability reports explaining recommendations to clients.
• Conduct research into pensions, investments and protection to support adviser recommendations.
• Collaborate with Financial Planners on complex cases to develop suitable planning solutions.
• Use cashflow modelling to illustrate planning scenarios and client objectives.
• Review technical information and present findings clearly to advisers.
• Provide technical input on complex planning areas as a reference for advisers.
• Manage a varied caseload and ensure work is completed accurately and on time.

Connaissances

Paraplanning

Pensions

Investments

Tax planning

Formation

Level 4 Diploma in Financial Planning

Outils

Cashflow modelling

Description du poste

Financial Divisions in Bristol is seeking an experienced Paraplanner to join a growing team. You will support Financial Planners with technical research, reports, and client documentation across pensions, investments, protection, and tax planning.

You’ll work on varied client cases, gain exposure to complex strategies, and benefit from strong progression and study support. This hybrid role suits someone who enjoys the technical side of financial planning and clear client communication.