Paraplanner - Bristol, South West England

Ref: 1611Tuesday 2 July 2024

Up to £45,000

Are you a detail-oriented Paraplanner with a passion for financial planning? Do you excel in technical support and report writing? We are looking for a talented Paraplanner to join our dynamic team in Bristol!


Paraplanner salary is up to £45,000 with benefits including PMI, Income protection and life cover.


Professional Growth: Continuous learning and career advancement opportunities.

Collaborative Culture: Supportive team environment.



Key Responsibilities and Accountabilities:

  • Collaborate with Financial Planners, Advisers, and colleagues to provide technical support and report writing services for client work.
  • Conduct client risk assessments, research, analysis, and product selection.
  • Develop holistic plans for clients with complex planning needs alongside Advisers.
  • Support desk-based advisory clients through virtual meetings, email, and phone communication.
  • Write suitability letters and reports, handle planning work (income planning, IHT, tax calculations, trust solutions, cashflow planning), and perform calculations for pension carry forward, tapered annual allowance, IHT, CGT, and income tax.
  • Manage platform client processes, project work, and time-driven task communications.


Relevant Skills and Knowledge:

  • CII Diploma
  • Literacy & Numeracy: Excellent GCSE grades (A - C or 4 - 9).
  • Tech-Savvy: Competent in using Word and Excel.
  • Critical Thinking: Good problem-solving abilities.


If you like what our client is offering and you’re ready to take the next step in your career and join a forward-thinking financial planning firm in Bristol, we’d love to hear from you! Apply now and become a key player in our clients success story.

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