Current jobs related to Paraplanner - Bristol - CV-Library

  • Paraplanner

    4 weeks ago

    Bristol, United Kingdom Finlink Ltd Full time

    Paraplanner, outskirts of Bristol Hybrid, Up to £45,000 This paraplanner role is best suited to paraplanners with at least a year's worth of experience in addition to holding at least the level 4 diploma in financial advice.The business will provide you with great benefits and for those who are chartered a salary of up to £45,000.The Company The company...

  • Paraplanner

    2 weeks ago

    Bristol, United Kingdom Vision-FS Recruitment Full time

    **Position**: Paraplanner **Location**: Bristol (office-based role) **Minimum Requirements**: 1 year+ Paraplanning experience; Level 4 qualified; G60, AF3 or AF7 ideal but not essential **Salary/package**: £40,000; Monthly bonus scheme (individual and team) up to £5K; Workplace pension (6% employer, 3% employee), 25 days' annual leave, PMI, study...

  • Paraplanner

    2 weeks ago

    Bristol, United Kingdom Ortus PSR Full time

    **Paraplanner** **Location: Bristol** **Salary: £35,000 - £45,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and...

  • Paraplanner

    5 days ago

    Bristol, United Kingdom Search Consultancy Full time

    **Paraplanner** Are you an experienced, motivated Paraplanner looking to develop your skills further. My client is looking for someone to join their firm in which they specialise in turning clients aims and objectives into tangible financial plans and providing a service clientsreally value. Working in central Bristol they are looking for amazing people to...

  • Paraplanner

    7 days ago

    Bristol, United Kingdom Recruit UK Full time

    **Job Title**:Paraplanner **Industry**:Financial Services **Location**:Bristol **Salary**:up to £45,000 **Reference Number**: 6772 **Job Description: **Recruit UK are working on an excellent opportunity for an experienced Paraplanner in Bristol to join a Financial Planning practice. Duties will also include: - Fact finding - Complete research -...

  • Paraplanner

    1 week ago

    Bristol, United Kingdom Cavendish Maine Recruitment Full time

    My client are a well-established Financial Planning practice based in North Bristol and are currently looking to recruit a Paraplanner to join their long-standing workforce. This role will see you supporting their highly successful advisors carrying out duties such as: - Writing suitability reports - Processing LOAs - Preparation of illustrations -...

  • Paraplanner

    1 week ago

    Bristol, United Kingdom Idex Consulting Ltd Full time

    Paraplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol.This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol offers a...

  • Paraplanner

    2 weeks ago

    Bristol, United Kingdom Heat Recruitment Full time

    We are working with a respected, central Bristol based IFA that is looking for an experienced Paraplanner to join their team due to increased levels of business. Due to this need we are looking to speak to experienced paraplanners that are interested injoining an established financial planning firm with hybrid working, flexibility and a fantastic...

  • Paraplanner

    6 days ago

    Bristol, United Kingdom Vpa London Full time

    Our client, within the Wealth Management Industry, are seeking two Paraplanners to join their team. Requirements: 1-3 years experience as an Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma in Financial Planning Key Responsibilities: To...

  • Paraplanner

    7 days ago

    Bristol, United Kingdom Finlink Ltd Full time

    An excellent opportunity for an paraplanner to join a growing, directly-authorised company in Bristol. The firm is looking for another paraplanner to help manage increased workload. This is a hybrid role, split between office and home. The Company: - An independent financial advisory firm based in Bristol - Established firm with 22 years in business -...

  • Paraplanner

    1 month ago

    Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000

    Paraplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol...

  • Paraplanner

    1 month ago

    Bristol, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...

  • Senior Paraplanner

    1 month ago

    Bristol, United Kingdom Vpa London Full time

    Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements: 2+ years experience as an Senior Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma and ideally have level 6 or...

  • Paraplanner

    4 weeks ago

    Bristol, United Kingdom Idex Consulting Ltd Full time

    Job Description Paraplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol.This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to...

  • Trainee Paraplanner

    1 week ago

    Bristol, United Kingdom mbf. Full time

    We are working with a fully independent and highly successful Financial Planning practice based on the outskirts of Bristol to recruit a Trainee Paraplanner. The business is well known, they provide holistic Financial Planning & Investment services to clientsacross the UK. They are looking to recruit a motivated and professional individual in a Trainee...

  • Paraplanner

    1 week ago

    Bristol, United Kingdom Recruit UK Full time

    **Job Title**:Paraplanner **Industry**:Financial Services **Location**:Bristol **Salary**: up to £45,000 **Reference Number**:7354 Are you an experienced financial planning professional? Do you write reports, research, and aid clients within your role? If you’re currently a paraplanner and are looking for a business that you will thrive within,...

  • Trainee Paraplanner

    7 days ago

    Bristol, United Kingdom IDEX Consulting Ltd Full time

    An exciting opportunity for a Trainee Paraplanner has become available to join a large wealth management firm in Bristol. If you are currently working as an IFA Administrator or a Trainee Paraplanner and looking to join a business that will support you withdevelopment and growth then this could be exactly what you are looking for! Your main responsibilities...

  • Trainee Paraplanner

    7 days ago

    Bristol, United Kingdom IDEX Consulting Ltd Full time

    An exciting opportunity for a Trainee Paraplanner has become available on a 12 month FTC to join a large wealth management firm in Bristol. If you are currently working as an IFA Administrator or a Trainee Paraplanner and looking to join a business thatwill support you with development and growth then this could be exactly what you are looking for! Your main...

  • Senior Paraplanner

    1 week ago

    Bristol, United Kingdom Ortus PSR Full time

    **Senior Paraplanner** **Location: Bristol** **Salary: £35,000 - £45,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable...

  • Trainee Paraplanner

    1 week ago

    Bristol, United Kingdom Ortus PSR Full time

    **Trainee Paraplanner** **Location: Bristol** **Salary: £22,000 - £26,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...

Paraplanner

1 month ago

Bristol, United Kingdom CV-Library Full time

Recruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Paraplanners to their Bristol offices.

Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join.

The Bristol office has seen continued recruitment for all staff across it's departments this year and set to continue throughout 2025.

Main overview of responsibilities:

* 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 ensure that the customer experience follows defined standards and TCF is always maintained.

* To ensure that all relevant research, client support and compliance and systems processes are always observed to maintain excellent and compliant performance in the job role.

* Use standard template documentation approved by the company

* Update workflow records to facilitate the production of accurate management information in a timely manner.

* Manage workloads as required and liaise with Line Manager to highlight over/under capacity.

* Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.

* Ensure the agreed outcome meets the company’s compliance standards and FCA rules.

* Achieve set output targets for producing ongoing advice documents

* Ensure effective communication with advisers, and other colleagues to ensure a great customer experience.

* To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.

* 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.

* To obtain illustrations and key features documentation in support of recommendations to clients.

* To assist the administration team in the processing of any new business linked to their cases.

Requirements & Experiences

* Ideally Level 4/Diploma qualified or working towards

* 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

* Excellent technical knowledge

* Ability to liaise with colleagues and clients in an articulate and pleasant manner.

* High degree of numeracy.

* Ability to work under pressure and manage own workload.

* Ability to work as part of a team and to learn new skills/knowledge.

* Excellent standard of written and verbal communication

* Analytical mind and excellent attention to detail

* Excellent time management skills with an ability to work to deadlines

As previously mentioned, there has never been a better time to join our client than now, their proposition to clients and delivering excellent client outcomes are the foundations of the business.

A very generous salary, benefits, progression as well as a professional and encouraging working culture are all available.

Flex/Hybrid working is fully supported.

Staff retention is second to none with our client and we have represented them for years with excellent success.

Please apply for an immediate response here at Recruit Wealth