Job Details

Reference ID 1892
Vacancy Location North Somerset
Job sector
Job type
Remuneration Salary of up to £60,000 subject to experience and qualifications


This hybrid-based Paraplanner
job in North Somerset provides opportunity to join a quality, Chartered
Financial Planning firm.

You will be joining their head
office support staff team including Paraplanners and Administrators, who
provide quality, technical support to their team of Chartered Financial

As a Paraplanner, you will be
focused on providing technical support including:

  • Preparing and writing suitability letters and reports
  • Conducting research and analysis into financial solutions for
    clients including income planning, IHT and tax calculations, trust
    solutions and cashflow planning
  • Managing platform process including onboarding, planning completion
    and set up
  • Managing project work which may include seamless transition for
    acquired client banks
  • Liaising with Advisers and their clients
  • Preparing letters based on the Adviser’s recommendations

Individuals holding Chartered
status would be Senior Paraplanners who also undertake the following:

  • Act as a lead technician
    for the Paraplanner team, providing support and proactive updates on industry changes,
    training and mentoring to others in the support team
  • Assist the team leader
    with workflow management and promotional material technical sign off
  • Helping the team with
    keeping templates up to date with changes in FCA requirements 

Paraplanner Requirements

  • You must be Level 4 Diploma qualified in Financial Planning or
  • Individuals holding Chartered status would also be desirable
  • You should be a current Paraplanner with experience of research,
    analysis and report writing
  • You should have excellent communication skills

The Company

Our client has been established
for over 40 years, providing Wealth Management, Financial Planning and DFM
services to c600 clients. They have £400m FuM and have plans to continue

Paraplanner Benefits

  • Salary of up to £45,000 for Diploma qualified Paraplanners
  • Salary of up to £60,000 for Chartered Paraplanners
  • Plus company benefits available immediately include group life
    cover, group income protection
  • Upon completion of probation, private medical insurance, health
    cash plan, cycle to work scheme, workplace pension with employer
    contribution of up to 5% of your salary provided this is matched by you
  • Hybrid based role with up to 2 days from home (may require additional
    days in the office during probation period)
  • Typical working hours of Monday to Friday, 9am to 5:30pm with 1
    hour for lunch
  • 25 days annual leave (rising up to 30 days) plus bank holiday, plus
    1 day’s birthday leave and 1 day for charity / community work each year


North Somerset

Call us now on 0208 0044 154 or click Apply

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