Paraplanner Private Banking organisation

Blakemore Recruitment; Bristol; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Bristol is looking for an experienced Paraplanner. Responsibilities include conducting financial analysis, preparing recommendation reports, and ensuring compliance with internal guidance. Ideal candidates will hold a Level 4 Regulated Diploma in Financial Planning and possess strong communication and report writing skills. This role offers excellent opportunities for progression and development.

Qualifications

• Experience in paraplanning and financial analysis is essential.
• Ability to ensure compliance with internal guidance.
• Strong communication and report writing skills.
• Ability to prioritize tasks and manage workload effectively.

Responsibilities

• Review client information and conduct financial analysis.
• Prepare recommendation reports and ensure compliance.
• Discuss client objectives and address information gaps.
• Maintain accurate data on back-office systems.

Skills

Financial analysis

Compliance knowledge

Report writing

Communication skills

Education

Regulated Diploma in Financial Planning (CII) - Level 4

Job description

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Client:

Blakemore Recruitment

Location:

Bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

c7a719cf5818

Job Views:

25

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

Our client offers a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objectives.

They offer financial advice and investment management services provided by highly qualified professionals with extensive experience servicing clients for many years.

They are looking to hire an experienced Paraplanner. The key duties are as follows:

• Request and review all necessary information and undertake financial analysis to produce reports for discussion with the Adviser. Conduct research to identify suitable solutions to meet client needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future asset allocations for investment strategies in line with client risk profiles.
• Check all compliance paperwork and internal sign-off documents are complete.
• Prepare draft recommendation reports for review and approval by the Adviser. Ensure recommendations comply with internal guidance and procedures.
• Discuss client objectives with the Adviser during debriefs. Identify any gaps in client information and address them with the Adviser.
• Submit paperwork when advice is implemented, in accordance with company procedures. Ensure all documentation is complete and accurate.
• Ensure data is correctly recorded and updated on the company's back-office systems as per procedures.
• Undertake annual reviews when appropriate.
• Provide ongoing servicing of clients as needed.
• Understand the Financial Planning/Corporate Advice process, where applicable.
• Work within defined business processes to achieve outcomes independently.
• Prioritize tasks and plan workload effectively.
• Maintain good report writing and communication skills.
• Hold a Regulated Diploma in Financial Planning (CII) - Level 4 or equivalent.

This is an excellent opportunity to work for a major employer with prospects for progression and development.