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Job Title: Paraplanner
Location: South Bristol
Salary: £38,000 - £55,000
We are working with a highly reputable and well-established Chartered Financial Planning firm who are looking for a Senior Paraplanner to join their office in South Bristol. Our client has a strong track record of delivering exceptional financial advice and personalised solutions to their clients.
As a Paraplanner you will working closely with the advice and paraplanning team to help provide technical support for the business on behalf of their clients.
This role will suit different types of experienced Paraplanner form Senior - Mid level.
What they offer you:
- Hybrid working
- Income Protection
- Group Life Cover
- Private medical Insurance and Health Cash Plan Schemes
- 26 days holiday + Bank Holidays
Key Responsibilities:
- Provide comprehensive technical support to the financial planners/advisers
- Writing detailed suitability reports
- Detailed research
- Planning work for things such as cashflow, IHT, tax calculations and income planning
- Investment and pension calculations for CGT’s, income tax calculations and IHT
- Managing own workflow and supporting other areas of the team with development
Qualifications and Skills:
- Previous experience working as a technical paraplanner
- Strong knowledge of financial products and investment platforms
- Excellent organisational skills with the ability to prioritize tasks effectively and meet deadlines.
- Proficient in using Microsoft Office and CRM systems
- Outstanding attention to detail, with a commitment to maintaining accuracy in all aspects of work.
- Exceptional written and verbal communication skills, with the ability to communicate effectively with clients and colleagues.
- Level 4 Diploma qualified as a minimum (Chartered desirable)
