Senior Paraplanner

Paraplanner - Bristol, South West England

Ref: 1610Tuesday 2 July 2024

Up to 60,000

Join Our Dynamic Financial Planning Team as a Paraplanner in Bristol!

Are you a meticulous Paraplanner looking for an exciting opportunity in Bristol? Do you have a passion for financial planning and client care? If so, we want to hear from you.

Professional Growth: Thrive in a supportive environment that encourages continuous learning and career advancement.

Collaborative Culture: Be part of a dynamic team that values collaboration, innovation, and excellence.


Senior Paraplanner salary is up to £60,000 with benefits including PMI,Income protection and life cover.


Play a crucial role in shaping our clients' financial futures.


Key Responsibilities:

  • Conduct in-depth financial research and analysis to support our advisors.
  • Prepare high-quality, tailored reports and financial plans for our clients.
  • Calculation work - including pension carry forward, Tapered Annual Allowance, IHT , CGT and income tax calculations.
  • Provide reports and recommendations on a number of financial products tailored for HNW clients including BR, VCT’s EIS’s Trusts
  • Assist in developing strategic financial advice and recommendations.


What We're Looking For:

  • Strong knowledge of financial planning, products, and regulations.
  • track record as a Paraplanner with excellent analytical skills.
  • Meticulous and thorough in research and report preparation.
  • Proficiency with financial planning software and tools.
  • CII Diploma qualified with advancement to Chartered


If you aere interested in what our client is offering and the type of work please apply today to learn more about this role.

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