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Paraplanner, South Gloucestershire (BW-1325)

£30000 - £35000 plus benefits

We are pleased to represent one of the area's most successful Financial Planning firms as they look to add a Paraplanner to their team.

Having been established for over 20 years, they have built a reputation based on trust, integrity and top levels of financial advice to an ever-growing network of clients across the Southwest.

The business has a strong support team of technically acute administrators and Paraplanners and are directly authorised.

They are looking for an experienced Paraplanner to support the Partners/advisers in the provision of high quality, accurate report writing and research in relation to all product areas within the Financial Services market

Skills and knowledge

  • Excellent inter-personal skills, both written and verbal (with clients and team members)
  • Excellent report writing skills
  • Quality management, to be accurate and have attention to detail.
  • Excellent time management.
  • A good level of competence with Office 365 to include Word, Excel and Outlook together with a good use of internet utilising various research websites.
  • Detailed knowledge of the FCA’s rules and requirements.
  • Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
  • Broad knowledge of the financial services sector.
  • High level of technical knowledge.
  • Diploma Qualified or significant progress towards reaching this.

Responsibilities include:

  • Keep up-to-date with new product, technical or legislative changes within the marketplace
  • Comply with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures
  • To work as part of a team alongside the firm’s advisers and administrators to provide clients with a professional ongoing Financial Planning experience.
  • To constantly seek to improve the way business is done through analysis, creativity, problem solving and change initiatives.
  • To be results focused, getting the job done in an efficient way through effective time management, task and financial management.
  • To demonstrate an attitude of “get it right first time”
  • To prepare and maintain client files
  • Ensure reports are written in a timely and efficient manner
  • Check all paperwork / information is available to ensure that the client file meets the FCA’s rules and requirements
  • Discuss the client’s needs and objectives with the relevant
  • To maintain comprehensive files and filing systems in accordance with GDPR specifications
  • To prepare recommendations
  • Undertake research to identify suitable solutions to meet the client’s needs and objectives
  • Prepare information for analysis by the adviser
  • Prepare draft recommendation report
  • Discuss draft recommendation report with the relevant adviser
  • Obtain ‘sign-off’ by the relevant adviser
  • To implement recommendations
  • Prepare suitability reports in accordance with the agreed recommendations
  • Complete application / proposal forms
  • Ensure all compliance paperwork is in order
  • Implement the chosen / agreed investment strategies
  • To undertake client reviews
  • Act as main point of contact and deal effectively with queries from clients and other parties
  • Establish and build strong relationships with clients, attending meetings where required
  • Organise future planning meetings with clients, in accordance with agree timescales
  • Review investment portfolio, asset allocation, risk profile etc (where required)


  • 4 x DIS benefit
  • Group Personal Pension
  • Annual holiday is 20 days (rising to 23 after 3 years of service and 25 after 5 years of service)
  • Discretionary bonus
  • Free parking
South Gloucestershire
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: