Paraplanner Expert

4 days ago

Bristol, Bristol, United Kingdom VPA London Full time

Job Summary

This role involves supporting the financial planning process by drafting reports, verifying client data, and attending advisory meetings. The ideal candidate should possess excellent organizational skills, strong technical knowledge, and experience working within the wealth management industry.

About the Role

  • Assist financial planners in preparing reports and meeting minutes
  • Verify client data and ensure compliance with regulations
  • Support client meetings and provide administrative assistance

What We Offer

  • A competitive salary of £40,000 per annum
  • A hybrid working arrangement allowing flexibility between home and office work
  • A range of benefits, including private medical and dental insurance, employee pension scheme, and 24 days of annual leave

  • Paraplanner Role Expert

    6 days ago

    Bristol, Bristol, United Kingdom Austin Fraser Full time

    Austin Fraser Overview:As a leading financial planning company, we offer a dynamic and supportive work environment. Our team of experienced professionals provides expert advice and guidance to clients.Job Description:The role of Paraplanner involves providing comprehensive research and report writing services to support our Financial Planners. This includes...

  • Senior Paraplanner Expert

    4 days ago

    Bristol, Bristol, United Kingdom VPA London Full time

    Job OverviewVPA London is seeking a highly skilled Senior Paraplanner to join their team in the Wealth Management Industry.The ideal candidate will have 2+ years of experience as an Senior Paraplanner and excellent attention to detail and technical knowledge.Key Responsibilities:Draft suitability reports in alignment with compliance requirements.Ensure all...

  • Paraplanner - Technical Support Role

    4 weeks ago

    Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the OpportunityArtemis Recruitment Consultants Ltd is looking for a talented Paraplanner to join our team. As a key member of our team, you will play a vital role in supporting our senior financial planners in providing expert advice to clients.Job DescriptionWe are seeking an individual with strong technical skills and attention to detail to provide...

  • Paraplanning Expert

    3 days ago

    Bristol, Bristol, United Kingdom VPA London Full time

    We are currently looking for a talented Senior Paraplanner to join our Wealth Management team at VPA London. As a key member of our team, you will be responsible for drafting suitability reports, attending client meetings, and providing training and support to junior colleagues.To excel in this role, you will need to have a minimum of 2 years' experience as...

  • Senior Financial Advisor Assistant

    4 weeks ago

    Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewAs a Paraplanner at Artemis Recruitment Consultants Ltd, you will have the opportunity to work closely with our senior financial planners to provide expert advice to clients. This role requires strong technical skills, attention to detail, and excellent communication skills.ResponsibilitiesAssist senior financial planners in providing technical...

  • Financial Planning Professional

    3 days ago

    Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Cavendish Maine Job OpportunityWe are seeking a Financial Planning Professional to join our team at our UK office, where you will work with a renowned Financial Planning firm operating across the country.This is an exciting opportunity for a Trainee Advisor or Paraplanner to progress into an employed Advisory role with an established client base and access...

  • Advisory Financial Consultant

    6 days ago

    Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Join Our Team as an Advisory ConsultantWe are looking for a talented Advisory Financial Consultant to join our team at our UK office, where you will work with a respected Financial Planning firm operating across the country.This is a unique opportunity for a Trainee Advisor or Paraplanner to progress into an employed Advisory role with an established client...

  • Experienced Paraplanner

    4 weeks ago

    Bristol, United Kingdom mbf Full time

    We are seeking a highly skilled and experienced Paraplanner to join our team in the South West UK, working closely with senior financial planners and their HNW clients. Our client is a well-established and respected wealth management organisation with a strong presence across the UK.This role offers an excellent opportunity for career development within the...