Junior Paraplanner

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: