Paraplanner

2 weeks ago


Bristol, United Kingdom SOPHISTICATED RECRUITMENT LTD Full time

**Overview**

To provide a complete research and report writing support service for Financial Planners (Advisers), aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package.

To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.

To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.

Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.

Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.

To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate. Knowledge of benefit calculations will be required.

**Requirements**:
Experience in a Paraplanning role in a similar environment. Experience of working with IT systems that support this service.

Good technical knowledge and understanding of FCA COB rules

Ideally, a Diploma in Financial Planning (or working towards)

**Salary**

Hybrid working: £35,000 -£45,000 Base salary DOE + Generous bonus scheme + Private Health + Life Assurance + Income Protection + Pension Scheme + funded CPD qualifications. Excellent career progression prospects.


  • 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...

  • 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...

  • 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 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...


  • 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...


  • 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...

  • 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 CleverHR Full time

    Self Employed Financial Adviser, Bristol (BW-1615) Are you a successful self-employed holistic Financial Planner but feel that you deserve a better arrangement than your current one? Do you have a client base with significant AUM but from which you are not reaping the rewards of your hard work? We are representing an independent and directly...


  • Bristol, United Kingdom Robert Half Full time

    Compliance Analyst - Wealth Management Bristol Area (1-2 days a week in office) £35k - £45k DoE Minimum of 1-2 years experience within Compliance or as a Paralegal Role Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty...


  • Bristol, United Kingdom Robert Half Full time

    Compliance Analyst - Wealth Management Bristol Area (1-2 days a week in office) £35k - £45k DoE Minimum of 1-2 years experience within Compliance or as a Paralegal Role Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty...

  • Compliance Analyst

    2 weeks ago


    Bristol, United Kingdom Robert Half Full time

    Compliance Analyst - Wealth ManagementBristol Area (1-2 days a week in office) £35k - £45k DoEMinimum of 1-2 years experience within Compliance or as a ParalegalRole Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty requirements....

  • Compliance Analyst

    1 week ago


    Bristol, United Kingdom Robert Half Full time

    Job DescriptionCompliance Analyst - Wealth ManagementBristol Area (1-2 days a week in office) £35k - £45k DoEMinimum of 1-2 years experience within Compliance or as a ParalegalRole Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty...

  • Compliance Analyst

    2 weeks ago


    Bristol, United Kingdom Robert Half Full time

    Compliance Analyst - Wealth Management Bristol Area (1-2 days a week in office) £35k - £45k DoE Minimum of 1-2 years experience within Compliance or as a Paralegal Role Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty...

  • Compliance Analyst

    2 weeks ago


    Bristol, United Kingdom Robert Half Full time

    Compliance Analyst - Wealth Management Bristol Area (1-2 days a week in office) £35k - £45k DoE Minimum of 1-2 years experience within Compliance or as a Paralegal Role Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty...

  • Compliance Analyst

    2 weeks ago


    Greater Bristol Area, United Kingdom Robert Half Full time

    Compliance Analyst - Wealth ManagementBristol Area (1-2 days a week in office) £35k - £45k DoEMinimum of 1-2 years experience within Compliance or as a ParalegalRole Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty requirements....

  • Compliance Analyst

    2 weeks ago


    Greater Bristol Area, United Kingdom Robert Half Full time

    Compliance Analyst - Wealth ManagementBristol Area (1-2 days a week in office) £35k - £45k DoEMinimum of 1-2 years experience within Compliance or as a ParalegalRole Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty requirements....

  • Compliance Analyst

    2 weeks ago


    Greater Bristol Area, United Kingdom Robert Half Full time

    Compliance Analyst - Wealth Management Bristol Area (1-2 days a week in office) £35k - £45k DoE Minimum of 1-2 years experience within Compliance or as a Paralegal Role Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty...

  • Compliance Analyst

    2 weeks ago


    Greater Bristol Area, United Kingdom Robert Half Full time

    Compliance Analyst - Wealth ManagementBristol Area (1-2 days a week in office) £35k - £45k DoEMinimum of 1-2 years experience within Compliance or as a ParalegalRole Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty requirements....