Paraplanner

Paraplanner – Join a Thriving Financial Planning Team in BristolSalary: Up to £45,000 + Benefits

Are you a meticulous Paraplanner with a flair for technical support and a passion for financial planning? A leading financial planning firm in Bristol is seeking a dedicated professional to play a pivotal role in supporting its growing team of Financial Planners.

Why Join Us?

• Attractive Benefits: Enjoy a competitive salary of up to £45,000, along with perks including private medical insurance (PMI), income protection, and life cover.
• Professional Development: Benefit from continuous learning and career progression opportunities.
• Supportive Culture: Be part of a collaborative and dynamic team environment where your expertise is valued.

Key Responsibilities and Accountabilities:

• Provide technical support to Financial Planners and Advisers, including client report writing.
• Conduct in-depth research and analysis to assist in client risk assessments and product selection.
• Develop tailored, holistic plans for clients with complex financial planning needs.
• Support desk-based advisory clients via virtual meetings, email, and phone communication.
• Write suitability letters and reports, and manage planning work such as income planning, IHT, tax calculations, trust solutions, and cashflow planning.
• Perform advanced calculations, including pension carry forward, tapered annual allowance, IHT, CGT, and income tax.
• Handle platform client processes, oversee project work, and manage time-driven task communications.

Skills and Knowledge Required:

• Qualifications: CII Diploma (or equivalent).
• Literacy & Numeracy: Strong academic foundation with excellent GCSE grades (A-C or 4-9).
• Technical Proficiency: Competent in Microsoft Word and Excel.
• Problem-Solving: Strong critical thinking and analytical skills.

What’s in it for You?This is an opportunity to work with a forward-thinking firm that prioritises both client success and employee growth. You’ll have the chance to make a real impact in a role that blends technical expertise with client-focused financial planning.

If this sounds like the ideal next step for your career, apply today and take your place as a key contributor to this vibrant and successful team.