Client Overview:
A reputable firm of Chartered Financial Planners, located in South Bristol, is seeking a full-time Junior Paraplanner to join their office-based Adviser Support team. This firm has grown organically, driven solely by their commitment to providing professional financial advice and maintaining client satisfaction.
Job Description:
We are seeking a full-time Junior Paraplanner to support the office-based Adviser Support team. In this role, you will provide essential administrative and technical support to ensure the accuracy and efficiency of the firm's financial advice process.
Key Responsibilities:
- Provide administrative support to Advisers and technical assistance to other staff members
- Compile recommendation paperwork, including writing suitability reports
- Produce tax calculations (e.g., Inheritance Tax, Capital Gains Tax)
- Prepare client valuations and source fund/investment information
- Maintain client and research records in compliance with procedures and policies
- Undertake product research, analysis, and due diligence checks
- Liaise with clients, providers, and professional connections via phone and written correspondence
- Submit new business via online systems, chase as necessary, and verify work carried out by providers
- Ensure documents are prepared ahead of client meetings
Requirements:
- Experience in an office environment
- Excellent telephone manner and interpersonal skills
- Keen attention to detail and strong written English skills
- Sound numerical skills and ability to multitask effectively
- Critical thinking and problem-solving abilities
- Strong command of IT, including Office365 (Word, Excel, Teams)
- Working knowledge of investments, pensions, and tax
- Diploma-level qualifications preferred
- Experience with Intelligent Office or similar back office systems
- Familiarity with O&M, Selectapension, and provider systems
Benefits:
- Highly competitive salary with bonus potential
- Non-contributory pension scheme (8% employer contribution)
- Group life cover and group PHI
- 25 days holiday per year plus Bank Holidays
.