SonicJobs Logo
Login
Left arrow iconBack to search

Experienced Paraplanner Bristol

tPS Recruitment
Posted a day ago, valid for a month
Location

Bristol, Somerset BS48 3QA, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The position is for a CII PFS Diploma Qualified Paraplanner with flexible working options available.
  • The role involves supporting Financial Planners with research, analysis, and report writing for high-net-worth clients.
  • Candidates should have experience in an advisory or investment management setting and possess strong problem-solving skills.
  • The salary for this position is negotiable, reflecting the candidate's experience and qualifications.
  • Applicants are expected to have a CII PFS Diploma or be working towards it, with a focus on detail and communication.
  • CII PFS Diploma Qualified Paraplanner
  • Flexible working
  • Suitabilty and report writing
Paraplanner | Salary Negotiable | Bristol / HybridAre you a detail-driven Paraplanner with a passion for high-quality financial planning?Join a respected, forward-thinking wealth management firm known for delivering bespoke financial advice to high-net-worth individuals. You’ll play a key role in supporting experienced Financial Planners with research, analysis, and complex report writing. Expect a collaborative culture, exposure to diverse planning scenarios, and opportunities for progression.What you’ll bring:? CII PFS Diploma (or working towards it)? Experience in an advisory or investment management setting? A sharp eye for detail and top-tier problem-solving skills? Strong communication and tech-savvinessThis is more than a Paraplanner role—it’s a career move.Apply now and let’s talk about your future.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.