Current jobs related to Junior Paraplanner - Bristol - Ortus PSR

  • Paraplanner - Junior or Senior Considered

    3 weeks ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Job Opportunity:We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will play a crucial role in supporting our financial advisors with technical aspects of their work.About the Role:This is an exciting opportunity for a motivated and organized individual to join our expanding Independent Financial Advisory...

  • Paraplanner - Junior or Senior Considered

    3 weeks ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Job Opportunity:We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will play a crucial role in supporting our financial advisors with technical aspects of their work.About the Role:This is an exciting opportunity for a motivated and organized individual to join our expanding Independent Financial Advisory...

  • Paraplanner - Junior or Senior Considered

    2 weeks ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Opportunity with Chartered FirmWe are seeking a skilled Paraplanner to join our team at a reputable Chartered firm based in the South of Bristol area.The ideal candidate will have previous experience in supporting Advisers with technical aspects such as research, cash flow, and suitability letter writing. A desirable factor would be for this...

  • Paraplanner - Junior or Senior Considered

    2 weeks ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Opportunity with Chartered FirmWe are seeking a skilled Paraplanner to join our team at a reputable Chartered firm based in the South of Bristol area.The ideal candidate will have previous experience in supporting Advisers with technical aspects such as research, cash flow, and suitability letter writing. A desirable factor would be for this...

  • Paraplanner - Junior or Senior Considered

    3 weeks ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Job Summary:We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will play a crucial role in supporting our financial advisors with technical aspects of their work.Key Responsibilities:Assist financial advisors with research, cash flow, and suitability letter writingCollaborate with the admin team to provide...

  • Paraplanner - Junior or Senior Considered

    3 weeks ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Job Summary:We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will play a crucial role in supporting our financial advisors with technical aspects of their work.Key Responsibilities:Assist financial advisors with research, cash flow, and suitability letter writingCollaborate with the admin team to provide...

  • Junior Paraplanner

    3 weeks ago

    Bristol, United Kingdom Ortus PSR Full time

    Associate Paraplanner – Join a Leading Chartered Financial Planning Firm in South Bristol Are you looking to kickstart your career in paraplanning with a well-established, organically grown firm of Chartered Financial Planners? Our client, based in South Bristol, is renowned for delivering exceptional financial advice and ensuring long-term client ...

  • Paraplanner

    2 weeks ago

    Bristol, United Kingdom Finlink Ltd Full time

    Paraplanner South of Bristol Office based role Up to 45k This role is best suited to those with 2+ years’ experience within Paraplanning. The company is also open to speaking to senior administrators or junior paraplanners with report writing experience. You will have the opportunity to speak to clients and attend meetings in the future, allowing...

  • Paraplanner - Junior or Senior Considered

    2 days ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Opportunity We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will be responsible for working collaboratively with our advisers to provide high-quality financial advice to our clients. About the Role This is an exciting opportunity for a Paraplanner to join a Chartered firm with a fantastic...

  • Paraplanner - Junior or Senior Considered

    3 days ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Opportunity We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will be responsible for working collaboratively with our advisers to provide high-quality financial advice to our clients. About the Role This is an exciting opportunity for a Paraplanner to join a Chartered firm with a fantastic...

  • Paraplanner - Junior or Senior Considered

    7 days ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Role OverviewWe are seeking a skilled Paraplanner to join our team at an expanding Independent Financial Advisory firm. As a Paraplanner, you will play a crucial role in supporting our Advisers with technical aspects such as research, cash flow, and suitability letter writing.Key Responsibilities:Collaborate with Advisers to provide high-quality...

  • Paraplanner - Junior or Senior Considered

    7 days ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Role OverviewWe are seeking a skilled Paraplanner to join our team at an expanding Independent Financial Advisory firm. As a Paraplanner, you will play a crucial role in supporting our Advisers with technical aspects such as research, cash flow, and suitability letter writing.Key Responsibilities:Collaborate with Advisers to provide high-quality...

  • Paraplanner - Junior or Senior Considered

    3 days ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Role - Collaborative EnvironmentWe are seeking a skilled Paraplanner to join our team in a collaborative environment. As a Paraplanner, you will work closely with our advisers to provide technical support and assistance with research, cash flow, and suitability letter writing.About the RoleThis is an excellent opportunity for a Paraplanner to...

  • Paraplanner - Junior or Senior Considered

    1 week ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Role OverviewWe are seeking a skilled Paraplanner to join our expanding Independent Financial Advisory firm in the Bristol area. As a Paraplanner, you will play a crucial role in supporting our Advisers with technical aspects such as research, cash flow, and suitability letter writing.Key Responsibilities:Collaborate with Advisers to provide...

  • Paraplanner - Junior or Senior Considered

    1 week ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Role OverviewWe are seeking a skilled Paraplanner to join our expanding Independent Financial Advisory firm in the Bristol area. As a Paraplanner, you will play a crucial role in supporting our Advisers with technical aspects such as research, cash flow, and suitability letter writing.Key Responsibilities:Collaborate with Advisers to provide...

  • Paraplanner - Junior or Senior Considered

    1 week ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Role OverviewWe are seeking a skilled Paraplanner to join our expanding Independent Financial Advisory firm in the Bristol area. As a Paraplanner, you will play a crucial role in supporting our Advisers with technical aspects such as research, cash flow, and suitability letter writing.Key Responsibilities:Collaborate with Advisers to provide...

  • Paraplanner - Junior or Senior Considered

    1 week ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Role OverviewWe are seeking a skilled Paraplanner to join our expanding Independent Financial Advisory firm in the Bristol area. As a Paraplanner, you will play a crucial role in supporting our Advisers with technical aspects such as research, cash flow, and suitability letter writing.Key Responsibilities:Collaborate with Advisers to provide...

  • Paraplanner - Junior or Senior Considered

    2 weeks ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Opportunity with Chartered FirmWe are seeking a skilled Paraplanner to join our team at a reputable Chartered firm based in the South of Bristol. As a Paraplanner, you will play a crucial role in supporting our Advisers with technical aspects such as research, cash flow, and suitability letter writing.About the RoleCollaborate with Advisers to...

  • Paraplanner - Junior or Senior Considered

    2 weeks ago

    Bristol, Bristol, United Kingdom Cranleigh Personnel Full time

    Paraplanner Opportunity with Chartered FirmWe are seeking a skilled Paraplanner to join our team at a reputable Chartered firm based in the South of Bristol. As a Paraplanner, you will play a crucial role in supporting our Advisers with technical aspects such as research, cash flow, and suitability letter writing.About the RoleCollaborate with Advisers to...

  • Paraplanner

    2 weeks ago

    Bristol, United Kingdom Finlink Ltd Full time

    Paraplanner South of Bristol Office based role Up to 45k This role is best suited to those with 2+ years’ experience within Paraplanning. The company is also open to speaking to senior administrators or junior paraplanners with report writing experience. You will have the opportunity to speak to clients and attend meetings in the future, allowing...

Junior Paraplanner

3 months ago

Bristol, United Kingdom Ortus PSR Full time

Client Overview:

A reputable firm of Chartered Financial Planners, located in South Bristol, is seeking a full-time Junior Paraplanner to join their office-based Adviser Support team. This firm has grown organically, driven solely by their commitment to providing professional financial advice and maintaining client satisfaction.

Job Description:

We are seeking a full-time Junior Paraplanner to support the office-based Adviser Support team. In this role, you will provide essential administrative and technical support to ensure the accuracy and efficiency of the firm's financial advice process.

Key Responsibilities:

  • Provide administrative support to Advisers and technical assistance to other staff members
  • Compile recommendation paperwork, including writing suitability reports
  • Produce tax calculations (e.g., Inheritance Tax, Capital Gains Tax)
  • Prepare client valuations and source fund/investment information
  • Maintain client and research records in compliance with procedures and policies
  • Undertake product research, analysis, and due diligence checks
  • Liaise with clients, providers, and professional connections via phone and written correspondence
  • Submit new business via online systems, chase as necessary, and verify work carried out by providers
  • Ensure documents are prepared ahead of client meetings

Requirements:

  • Experience in an office environment
  • Excellent telephone manner and interpersonal skills
  • Keen attention to detail and strong written English skills
  • Sound numerical skills and ability to multitask effectively
  • Critical thinking and problem-solving abilities
  • Strong command of IT, including Office365 (Word, Excel, Teams)
  • Working knowledge of investments, pensions, and tax
  • Diploma-level qualifications preferred
  • Experience with Intelligent Office or similar back office systems
  • Familiarity with O&M, Selectapension, and provider systems

Benefits:

  • Highly competitive salary with bonus potential
  • Non-contributory pension scheme (8% employer contribution)
  • Group life cover and group PHI
  • 25 days holiday per year plus Bank Holidays

.