Wealth Management

Job Title:

New! Paraplanner - Bristol - Great Company




Wealth Management



Contract Type:


Salary :

32000 to 35000

Job Description:


The Company

Our client which is a leading Chartered firm providing specialist financial advice to SME, large corporates and private clients. The practice has around 9 office’s around the UK and are listed on the FSTE 250. Due to my clients continued growth they are looking to recruit a talented Paraplanner in Bristol.

The Role

Paraplanners will need to have a good eye for detail, excellent report writing expertise, along with great communication skills. Paraplanners will need to undertake research to identify suitable solutions tailored around the clients needs. You need to prepare recommendation reports making sure that all the paperwork taken up is in accordance with company procedures. You will need to have a strong understanding of the compliance and regulation followed by the (FCA) Financial Conduct Authority.  

Candidates Requirements

Candidates will need to have a good understanding of Financial Planning / Corporate Advice procedures and the ability to define business process and achieve dead lines without supervision. You will also have the ability to multitask and prepare draft recommendation reports to be signed off by the advisor. Our client is looking for paraplanners with at least 2 years experience and must hold the regulated diploma financial planning CII level 4 or Diploma qualified. However if you are a Financial Planning Manager/ Financial Advisor  and you are looking to take a step back in the industry this could be the ideal role for you.


Excellent career progression, great working environment, recognition and rewards for exceptional team players, fantastic company annual bonus, excellent salary package, generous employee benefits which include, pension, life assurance , Private Mecdical and healthcare.

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