Trainee Paraplanner

3 weeks ago

Greater Bristol Area, United Kingdom Bruin Full time

A market-leading Financial Services organisation is looking to grow their team with the addition of an Assistant Paraplanner.


You will be working within a centralised team based in Bristol that supports Paraplanners and Advisers across the UK and daily duties will include;

  • Support Advisers in the advice-giving process with data collection, product research and production of application forms and supporting literature.
  • Obtain information on existing policies
  • Issuing a letter of authority
  • Chasing up providers
  • Produce new business illustrations.
  • Prepare information/comparisons for analysis by the Paraplanner and Adviser.
  • Request and obtain application forms and other associated paperwork.
  • Ensure appropriate data is accurately recorded on Company back-office system


Ideally the successful candidate will already be working within a Financial Services organisation with a sound understanding of the Financial Planning process and will have started their studies towards their DipFA and be looking to continue with this.


This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role. Hybrid working is on offer with a home/office split.


If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

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