Paraplanner - Bristol/Plymouth

Career

Are you a qualified Paraplanner who thrives on solving complex financial planning challenges and making a meaningful impact on client outcomes?

Join a high-performing financial planning firm where your technical expertise and analytical skills are highly valued. You'll have the opportunity to work on sophisticated cases, undertake in-depth research and analysis, and contribute to exceptional client experiences.

If you're looking for a role where your expertise will be recognised, your development supported and your contribution truly valued, we'd love to hear from you.

About the role

You will play a vital role in supporting advisers through detailed research, technical analysis and the preparation of clear, compliant suitability reports. This role offers the opportunity to work with Financial Planners, acting as a key technical partner in the advice process while continuing to develop your own specialist knowledge and expertise. You'll utilise your technical knowledge to inform planning strategies, help identify solutions, and ensure advice recommendations are thoroughly researched and accurately documented.

Accountabilities

• Produce accurate, high-quality suitability reports that deliver clear, compliant and client-friendly advice within agreed Service Level Agreements.
• Conduct detailed research and analysis across pensions, investment, protection and wider financial planning products to support adviser recommendations.
• Apply technical knowledge and experience to help Financial Planners develop appropriate planning strategies to achieve the best client outcomes.
• Develop effective working relationships with Financial Planners through regular communication via email, Teams and face-to-face interactions.
• Apply your technical expertise to support Financial Planners in delivering sophisticated financial planning solutions, acting as a trusted sounding board for complex cases and planning ideas.

Skills and Experience

• Previous experience in a Paraplanning or similar technical financial planning role, ideally gained within a wealth management or financial advice environment.
• Level 4 Diploma in Financial Planning through the CII, CISI or LIBF, or an equivalent qualification.
• Strong technical knowledge across pensions, investments, protection, long-term care and inheritance tax planning.
• Experience producing high-quality suitability reports, research and technical analysis to support client recommendations.
• Confident using cashflow modelling to support clients’ financial planning strategies and long-term objectives.
• Experience supporting Financial Planners with complex client cases, including gathering, analysing and presenting technical information.
• Excellent analytical, research and problem-solving skills, with strong attention to detail.
• High standard of written communication, with the ability to produce clear, accurate and client-friendly documentation.
• Strong organisational skills, with the ability to manage multiple cases, priorities and deadlines.
• Working towards Chartered status, or already Chartered, would be advantageous.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection

#J-18808-Ljbffr

Full job description from WhatJobs. Apply for this role →