Paraplanner

Capio Recruitment Financial Planning

Posted 11 hours ago, valid for a month

Bristol, City of Bristol BS6 5EX

Full Time

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Sonic Summary

The boutique wealth management firm in Bristol is seeking a Junior or Experienced Paraplanner to join their team.
The role requires a minimum of 2 years of experience in a paraplanning position, with a strong understanding of pensions, investments, tax, and trusts.
Key responsibilities include client support, financial analysis, report writing, and assisting with investment strategies.
The position offers a competitive salary along with performance-based incentives and opportunities for professional development.
The firm promotes a flexible working environment and a supportive team culture.

Job Title: ParaplannerLocation: Bristol

Searching for a Junior or Experienced Paraplanner

About the Company:

A growing boutique wealth management firm is looking for an experienced Paraplanner to join their close-knit team. They specialise in working with high-net-worth (HNW) clients, offering tailored financial planning and investment strategies. This is a fantastic opportunity to work in a supportive, collaborative environment where your expertise is valued.

The Role:

You’ll be working closely with a dedicated Financial Planner, providing high-level support and technical analysis. This role is ideal for someone who enjoys complex financial planning, cashflow modelling, and building strong client relationships.

What You’ll Be Doing:

Client Support - Be the go-to person for technical queries and ensure clients receive top-tier service.
Financial Analysis - Conduct cashflow modelling, bond calculations, and investment research.
Report Writing - Prepare clear, compliant, and detailed suitability reports.
Investment Strategy - Help review and implement investment decisions, considering tax and pension strategies.

What They're Looking For:

Experience - 2 years in a paraplanning role.
Technical Knowledge - Strong understanding of pensions, investments, tax, and trusts.
Software Skills - Familiar with Voyant, Intelligent Office (iO), and investment platforms like Abdrn.
Communication & Attention to Detail - Ability to explain complex financial matters clearly.

What’s in it for You?

Competitive salary & performance-based incentives
Professional development & career progression
Very flexible working options & a great team culture

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