Paraplanner

Paraplanner

Paraplanner

Recruit Uk

Reed

Bristol, Avon

2 hours ago

No application

About

ParaplannerLocation: Bristol (Hybrid – 3 days from home)Salary: up to £55,000Job Reference: 9834About the CompanyRecruit UK is proud to be working in partnership with a growing, forward-thinking financial services firm at the forefront of the wealth management and investment platform sector. The firm provides innovative, integrated solutions to private clients, advisers, and institutions, and is now seeking a motivated, detail-oriented Paraplanner to join its dynamic Bristol team.This is an exciting opportunity for a diploma-qualified paraplanner to work in a fast-paced, client-focused environment where your expertise will directly contribute to the company’s continued success and outstanding reputation.Why Join This Firm?Be part of an ambitious, growing organisation.Join a supportive, collaborative team culture.Competitive salary, discretionary bonus, and flexible benefits.Hybrid working model (3 days from home).Clear career progression pathway; potential to move into advising within 18 months.Key Responsibilities:Draft suitability reports and provide research support to advisers.Liaise closely with Financial Planners to ensure all advice is accurate and compliant.Interpret adviser meeting notes and prepare tailored recommendations.Conduct in-depth product and provider research.Maintain accurate records, workflows, and compliance documentation.Support advisers with technical queries to ensure quality client outcomes.Manage your caseload efficiently while meeting report and advice output targets.Assist with processing new business and producing supporting documentation.About You:</