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Paraplanner, Bristol (BW-1947)

£35000 - £45000 plus benefits
£35,000 - £45,000 plus an excellent suite of benefits.
Role and responsibilities
We are currently supporting an independently owned Wealth Management firm who are on the lookout for a Paraplanner to join them. As an experienced Paraplanner, you will have excellent knowledge of the industry and comfortable providing a high level of technical paraplanning. 
Reporting to the paraplanning team leader, the role includes production of cash flow models and high-quality suitability reports.
  • Analyse client information and existing investments/policies
  • Tax calculations
  • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
  • Write suitability reports for cases of varying complexity
  • Run cashflow models for clients
  • Be a point of contact for technical queries 
  • Communicating with clients on research and report time scales
  • Attend client meetings where required and help train other members of the team
  • Potentially getting involved in project work to further improve systems and processes
  • Leading Pod meetings
  • Undertake peer reviews for the paraplanning team
About you:
  • Demonstrate a strong technical knowledge and understanding of all financial products
  • Be level 4 diploma qualified, ideally working towards Chartered status
  • Have a minimum of 3 years’ experience within a paraplanning role
  • Strong IT skills; experience of using industry software such as FE Analytics, Voyant and Curo 
  • Have a good attention to detail and be a good team player
  • Excellent communication skills, both verbally and in writing
  • Be comfortable working in a fast-paced environment
  • Be organised and able to manage a busy workload
Salary and Benefits:
  • The salary is £35,000 – £45,000 depending on experience
  • 28 days’ holiday (plus bank holidays)
  • Life assurance, income protection and a pension
  • Flexible benefits platform
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: