Senior Paraplanner

Eden Rose; West of England; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus potential

Great employer pension contribution

25 days' holiday + Bank Holidays

Option to purchase additional holiday

Support towards Chartered/Fellowship

Compressed working week

Job summary

Eden Rose in Bristol is seeking an experienced Senior Paraplanner to support advisers with complex cases and deliver high-quality suitability reports. The role emphasises technical excellence within a holistic, independent practice.

The successful candidate will be Diploma-qualified with strong pensions, investments, tax and estate planning knowledge, and will benefit from a supportive environment encouraging Chartered/Fellowship qualifications.

Qualifications

• Diploma-qualified as a minimum.
• Strong technical knowledge across pensions, investments, taxation and estate planning.
• Provide high-level paraplanning support to advisers on complex cases and produce robust reports.

Responsibilities

• Provide high-level paraplanning support to advisers on complex cases.
• Produce technically robust suitability reports and client valuations.
• Perform detailed tax calculations and investment/pension research.
• Support advisers and act as a technical resource across the business.
• Carry out pre-approval file reviews.

Skills

Technical paraplanning

Financial analysis

Pensions and investments

Tax and estate planning

Client valuations

Education

Diploma in Financial Planning

Job description

Job Ref

91135

Location

Bristol

Salary

£35,000 - £55,000 Per Annum

Employment Type

Permanent

• Location: Bristol, Bristol
• Type: Permanent
• Job #91135
• Salary: £35,000 - £55,000 Per Annum

Senior Paraplanner

South Bristol | Competitive Salary + Bonus

We are working with a proudly independent Chartered Financial Planning firm based in South Bristol, who are looking to appoint an experienced Senior Paraplanner to join their established Adviser Support team.

This is a fantastic opportunity for a career Paraplanner who enjoys the technical side of financial planning and wants to work within a genuinely holistic and independent business.

The successful candidate will be Diploma-qualified as a minimum and have strong technical knowledge across pensions, investments, taxation and estate planning.

The Role

You'll provide high-level paraplanning support to advisers, working on complex cases and producing technically robust, high-quality suitability reports. The role will involve:

• Complex technical research and analysis
• Pensions, investments, tax and estate planning
• Suitability reports and client valuations
• Detailed tax calculations
• Investment and pension research
• Pre-approval file reviews
• Supporting advisers and acting as a technical resource across the wider business

The firm places a real emphasis on technical excellence, professional development and quality of advice, with support available towards Chartered and Fellowship qualifications.

The Package

• Competitive salary, dependent on experience
• Discretionary bonus potential
• Great employer pension contribution
• 25 days' holiday + Bank Holidays
• Option to purchase additional holiday
• Support towards Chartered/Fellowship qualifications
• Compressed working week