Paraplanner - Financial Planning Specialist

2 weeks ago


Bristol, Bristol, United Kingdom Dawn Consulting (Sw) Limited Full time

About the Role

We are seeking a highly skilled Paraplanner to join our team at Dawn Consulting (Sw) Limited. As a Paraplanner, you will play a crucial role in providing financial planning support to our clients, working closely with our Client Managers to build and implement comprehensive financial plans.

Key Responsibilities

  • Produce high-quality client recommendations, covering a wide range of financial planning areas, including pensions, investments, estate planning, and protection.
  • Undertake technical research and analysis for existing and new investment portfolios.
  • Assist with dealing as required.
  • Provide technical support to Client Managers and other Paraplanners.
  • Contribute to the development of best practice within the Financial Planning Team.
  • Continuing professional development, maintaining up-to-date knowledge of legislation, investments, and technology.

Requirements

  • 12 months + experience in a similar role.
  • An understanding of all areas of financial planning, including cashflow planning, investment portfolio management, tax planning, pensions, protection, and estate planning.
  • Diploma qualified (Dip PFS) or close to becoming diploma qualified.
  • Proficient in financial planning software, capable of leveraging such technology to streamline processes and analysis.
  • A strong technology, problem-solving, and mathematical aptitude.

What We Offer

  • A highly rewarding career with a progressive company that invests in, values, and rewards its staff.
  • A comprehensive benefits package, including a competitive salary, 23 days holiday, 12 wellbeing days, bank holidays, and support with continued professional development.
  • A flexible working arrangement, including the option to work part-time or from home.

About Us

Dawn Consulting (Sw) Limited is a leading financial planning firm, committed to delivering comprehensive and bespoke financial planning solutions to our clients. We are proud to boast one of the most talented and highly qualified financial planning teams in the industry.



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