Paraplanner - Working from home

3 weeks ago


Bristol, United Kingdom Reed Full time

Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.In this role you will be responsible for providing excellent service to the Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives. This role is ideal for someone who has experience as a Paraplanner within Financial Services and is looking to join an exciting growing Company.
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Review asset allocation for any investment/pension holdings
• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.
• Previous experience of working in similar role within financial services
• Practical application of technical financial knowledge within career.
• Previous data research and report writing experience within financial services
• Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Experience of working in a small to medium sized financial services environment
• Experience of working with IO back-office software
• Good understanding of the Financial Planning process.
• Excellent planning and organisational skills.
• Broad knowledge of the Financial Services Industry and high level of technical knowledge
• Ability to manage and complete project
For more information or a confidential chat please get in touch with Sarah Walker.
#



  • Bristol, United Kingdom Reed Insurance Full time

    REED Financial Services are representing a leading national banking and Wealth management firm who have an opportunity in their central Bristol office for an experienced IFA support professional to join their Assistant Paraplanning team. This is a fantasticopportunity if yoru looking to develop yoru skills more technically and have an interest in progressing...

  • Trainee Paraplanner

    1 month ago


    Bristol, United Kingdom Bruin Full time

    Ref: 37318A 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...

  • Junior Paraplanner

    1 month ago


    Bristol, United Kingdom Cavendish Maine Full time

    Junior ParaplannerProgress further in your Wealth Management career with a highly reputable Chartered organisation.Pathway to step up from providing administration support into becoming a Paraplanner.Offering full exam, qualification, study and membership support.Job Description:Providing ongoing administrative support to the Advisers and technical support...

  • Paraplanner

    4 weeks ago


    Bristol, United Kingdom Search Consultancy Full time

    Paraplanner based in Bristol Competitive salary + market leading benefits package, bonus, flexible working Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. - Level 4 qualified. - Detailed and working knowledge of regulatory requirements. - Experience and...


  • Bristol, United Kingdom Reed Full time

    Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.They currently have an opportunity for a Paraplanner to join either of their offices due to expansion. In this role you will be responsible for providing...

  • Structural Engineer

    1 month ago


    Bristol, United Kingdom Hunter Mason Consulting Ltd Full time

    Structural Engineer – Residential & Commercial * Competitive Salary D.Experience: 4-7 Years’ Post Grad Experience * Job Types: Full-time, Permanent Position. Monday to Friday. * In 2017, we converted an old dairy building to create a vibrant and spacious open-plan office environment. We are a medium size company of friendly and enthusiastic consulting...


  • Bristol, United Kingdom WE Care Home Improvements Full time

    **About the role** We are commissioned by Bristol City Council and BANES Local Authority to deliver a Home Improvement Agency service to older, disabled, vulnerable, self - funding and low-income people in Bristol and B&NES. To deliver upon the quality and volume requirements in this contract we are looking to appoint a Project Manager with a Surveying...


  • Bristol, United Kingdom WE Care Home Improvements Full time

    **Closing date 20/07/2023** **! Please note interviews will be held on WC 24th July.** **About the role** We are commissioned by Bristol City Council and BANES Local Authority to deliver a Home Improvement Agency service to older, disabled, vulnerable, self - funding and low-income people in Bristol and B&NES. To deliver upon the quality and volume...


  • Bristol, United Kingdom British Society of Veterinary Pathology Full time

    Position: Veterinary Anatomic Pathologist, hybrid (working from home and on-site), Bristol, UK Inquiries regarding locum work are also welcome Who we are We are a dynamic veterinary diagnostic pathology provider and our mission is to always provide the best possible advice and care for our clients, with the healthcare of animals at the forefront of...

  • Energy Assessor

    1 month ago


    Bristol, United Kingdom Penguin Recruitment Full time

    Energy Assessor | Home Based | Site Based Competitive Salary Plus Benefits Our client is looking for an experienced Energy Assessor to join their well-established specialist energy performance firm. The role offers the successful candidate the opportunity to help clients optimise their energy efficiency and help drive their journey to net zero. Energy...

  • Live in Carer

    4 weeks ago


    Bristol, United Kingdom Home Instead Full time

    **Company Description** Home Instead has been at the forefront of specialised home care for the elderly and supporting those being cared for and their families for many years. Founded on personal experience, these family values remain at the core of everything we do 24 years on. When you join our team, you are joining a care company like no other. We have...

  • Ifa Administrator

    1 month ago


    Bristol, United Kingdom Heat Recruitment Full time

    An opportunity has presented itself for a financial services Administrator to join a highly-reputable financial planning practice in Bristol As well as supporting the Financial Planners and Paraplanners with tasks, you will be required to provide a high level of service to the firm's existing and new clients. Previous financial services experience is...


  • Bristol, United Kingdom Bristol City Council Full time

    **Full Time, Permanent** An exciting opportunity for someone who wants to be part of a team that make a real difference to the quality of life for those people who are having difficulty accessing their homes. Working with older and disabled people their families and carers you will be the main point of contact supporting them through the process of having...


  • Bristol, United Kingdom Right at Home Full time

    What we offer: Hourly basic rate £11.50- £13.00 (including bonus) for weekdays £13.00 Basic - £15.00 (including bonus) at weekends Paid mileage Further bonuses available when you work certain eligible shift pattern Private GP access and other lifestyle benefits after probation Career progression opportunities into salaried, supervisory or...


  • Bristol, United Kingdom Leaders In Care Recruitment Ltd Full time

    Leaders in Care UK is working with a client looking for a Commissioning Home Manager to join our client's welcoming team. This full-time Commissioning Home Manager role is based in Sandmere and offers an attractive salary and benefits. You can get further details about the nature of this opening, and what is expected from applicants, by reading the...


  • Bristol, United Kingdom Leaders In Care Recruitment Ltd Full time

    Leaders in Care UK is working with a client looking for a Commissioning Home Manager to join our client's welcoming team. This full-time Commissioning Home Manager role is based in Sandmere and offers an attractive salary and benefits.You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.To...


  • Bristol, United Kingdom Leaders In Care Recruitment Ltd Full time

    Leaders in Care UK is working with a client looking for a Commissioning Home Manager to join our client's welcoming team. This full-time Commissioning Home Manager role is based in Sandmere and offers an attractive salary and benefits. You can get further details about the nature of this opening, and what is expected from applicants, by reading the...


  • Bristol, United Kingdom Home Instead Full time

    Job Description We have an excellent opportunity for a Weekend Home Carer to work with our clients in their homes. If you're seeking a weekend job where you can meet new people and make a difference in someone's life, being a weekend care assistant may offer you some exciting and rewarding possibilities. Care Assistant Job Pay & Benefits: ...


  • Bristol, United Kingdom Home Instead Full time

    Job DescriptionWe have an excellent opportunity for a Weekend Home Carer to work with our clients in their homes. If you're seeking a weekend job where you can meet new people and make a difference in someone's life, being a weekend care assistant may offer you some exciting and rewarding possibilities.Care Assistant Job Pay & Benefits:£12.15-£14.50 Per...

  • Support Coordinator

    4 weeks ago


    Bristol, United Kingdom Home Group Limited Full time

    **Support Coordinator** Bath Permanent, Full time (37.5 hpw) Salary circa £23,000 pa, based on skills and experiences, plus Brilliant Benefits! £10.05 per hour if you’d prefer a casual job **Empowering customers to live rewarding and happy lives. That’s when it hits home.** We have a fabulous job opportunity for you to join our awesome team as...