Paraplanner - Hybrid working: 1 day in office & 4 days WFH

JR United Kingdom; Bristol; Hybrid; GBP 48,000; Full time

Job summary

An established industry player in Financial Planning is seeking an experienced Paraplanner to join their dynamic team. This role offers a hybrid working model, allowing for flexibility with up to four days of remote work per week. As a vital member of the team, you will provide essential technical support to Senior Financial Planners, ensuring high-quality client service and outcomes. The company is renowned for its commitment to employee development, offering opportunities for further qualifications and career progression. Join a respected organization that values your expertise and provides a supportive environment for your growth.

Benefits

Annual Discretionary Bonus

Excellent Pension

Group Life Assurance

Group Income Protection

Private Medical Insurance

Employee Assistance Programme

Qualifications

• Experienced Paraplanner with a Diploma in Financial Planning.
• Strong background in Wealth Management and Financial Planning.

Responsibilities

• Prepare complex suitability reports for various financial products.
• Collaborate with financial planners to achieve optimal client outcomes.
• Conduct necessary technical research to support planning.

Skills

Technical Paraplanning Support

Financial Planning Knowledge

Client Relationship Management

Report Preparation

Technical Research

Education

Diploma in Financial Planning

Job description

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Paraplanner - Hybrid working: 1 day in office & 4 days WFH, bristol

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Client:

mbf

Location:

bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

We are working with one of the UKs largest and most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner. Our client is a leading name in the market, they have won multiple awards and are a fantastic business to work for.

As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home up to 4 days a week.

Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Responsibilities will include;

• Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions
• Carry out any necessary technical research
• Ensure client records contain sufficient
• Work with the financial planner to ensure the correct client outcome is achieved
• Support the financial planner with tech
• Work closely with the administration team to ensure a high level of service is being provided to clients

Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum.

The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.

If you do choose to take advantage of the option to work from home, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.

The package details;

• Salary to £48,000
• Annual discretionary bonus
• Excellent Pension
• Group Life Assurance
• Group Income Protection
• Private Medical Insurance
• Employee Assistant Programme

This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.

You will be joining a well-known and highly respected organisation with excellent career development opportunities.