About

This is a fantastic opportunity to join one of the country’s most stellar firms, synonymous with financial planning and investment management and a high standard of professionalism and expertise, in their field.My client based in central Bristol is looking to add an experienced Paraplanner to complement their team of existing professionals. My client’s approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my client’s ethos and values. The role is hybrid - 3 days working from my clients Bristol office, 9am to 5pm - Monday to Friday - 2 days working from home.The purpose of this role is to provide a complete research and report writing support service for Financial Planners (Advisers), aiding them in the more highly skilled areas to ensure that clients receives a complete and comprehensive advice package. Role ResponsibilitiesTo draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.To ensure that the customer experience follows TWP defined standards and TCF is always maintained. To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.Update workflow records to facilitate the production of accurate management information in a timely manner.Ensuring relevant workflows are kept up to date to accurately reflect workflow.Follow