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.