Paraplanner job in Bradley Stoke, Bristol

The Specialists in Financial Services Recruitment

Job Details

Paraplanner Paraplanner
Reference ID: 701
  • Salary/OTESalary of £30,000 - £35,000
  • Vacancy LocationBradley Stoke, Bristol
  • RemunerationEmployed
  • RegionSouth West
Job description

Are you an experienced Paraplanner looking to join a growing IFA firm in Bristol?

As a Paraplanner, in this job you will be working closely with their team of Financial Advisors together, alongside their IFA Administrators. Your duties will include:

  • Analysing client’s existing arrangements
  • Researching potential solutions
  • Using cashflow modelling
  • Preparing recommendation reports and supporting documents to enable the Financial Advisor to effectively present solutions to the client
  • Ensure the client file is compliant

Paraplanner requirements

  • You must be a current Paraplanner, supporting Financial Advisors
  • You should hold Level 4 Diploma in Financial Planning
  • Ideally, you should also have experience of SSAS's with commercial property

The Company

Our client is a Directly Authorised Independent Financial Advisory firm established in 2009, that has grown organically and through acquisitions. They are a forward-thinking firm that are looking to continue building their team of quality, professional IFAs and supporting team members.

Paraplanner Benefits

  • Salary of £30,000 - £35,000 dependent upon experience
  • Plus company benefits of pension, DIS, PHI, health insurance
  • 22 days holiday (rising to 25 days) plus bank holidays
  • Office based role once able to return to normality
  • 37.5 working hours per week
  • In addition, as a company they would support you with development by paying for your exams and study material


Bradley Stoke, Bristol

Call us now on 0208 0044 154 or click Apply

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