Paraplanner

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.

The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market.

Responsibilities:

• Preparing pre-approval documentation prior to report writing
• Utilising all technology to produce accurate solutions for clients
• Providing accurate, timely and compliant suitability reports
• Ensuring all advice documentation is compliant according to FCA guidelines
• Working with the adviser to gather sufficient client information

Perks:

• 30 days annual leave plus bank holidays
• Discretionary bonus
• Flexible and hybrid working - 3 days/week in Bristol
• Private medical insurance
• Healthcare cash plan
• Study support to develop and progress

The successful candidate will need to be based local to Bristol and be Level 4 Diploma qualified. If this role sounds like it could be for you, and you would like some more information please send your CV to

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