Senior Paraplanner

Job Ref

91135

Location

Bristol

Salary

£35,000 - £55,000 Per Annum

Employment Type

Permanent

• Location: Bristol, Bristol
• Type: Permanent
• Job #91135
• Salary: £35,000 - £55,000 Per Annum

Senior Paraplanner

South Bristol | Competitive Salary + Bonus

We are working with a proudly independent Chartered Financial Planning firm based in South Bristol, who are looking to appoint an experienced Senior Paraplanner to join their established Adviser Support team.

This is a fantastic opportunity for a career Paraplanner who enjoys the technical side of financial planning and wants to work within a genuinely holistic and independent business.

The successful candidate will be Diploma-qualified as a minimum and have strong technical knowledge across pensions, investments, taxation and estate planning.

The Role

Role

You’ll provide high-level paraplanning support to advisers, working on complex cases and producing technically robust, high-quality suitability reports. The role will involve:

• Complex technical research and analysis
• Pensions, investments, tax and estate planning
• Suitability reports and client valuations
• Detailed tax calculations
• Investment and pension research
• Pre-approval file reviews
• Supporting advisers and acting as a technical resource across the wider business

The firm places a real emphasis on technical excellence, professional development and quality of advice, with support available towards Chartered and Fellowship qualifications.

The Package

• Competitive salary, dependent on experience
• Discretionary bonus potential
• Great employer pension contribution
• 25 days’ holiday + Bank Holidays
• Option to purchase additional holiday
• Support towards Chartered/Fellowship qualifications
• Compressed working week

If you’re an experienced Paraplanner looking for a technically challenging role within a genuinely independent and well-established firm, I’d be very keen to hear from you.