Paraplanner

International Wealth & Investment Management Firm

Location: Bristol (Hybrid Working Available)

Salary: Up to �50,000 (Negotiable Depending on Experience) + Comprehensive Benefits

An excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm in a permanent position. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package.

Role Overview:

The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business.

Responsibilities will include:

• Providing technical and administrative support to Financial Planners and Advisers


• Preparing comprehensive financial plans, reports, and recommendations


• Conducting research and analysis to develop tailored financial solutions


• Ensuring compliance with FCA regulations and internal policies


• Assisting in the preparation and delivery of client meetings and reviews


• Liaising with internal teams to maintain high service standards

Candidate Requirements:

The ideal candidate will possess:

• CII Level 4 Diploma in Regulated Financial Planning (or equivalent)


• Strong analytical and problem-solving skills


• Excellent written and verbal communication abilities


• A high level of accuracy, attention to detail, and the ability to meet deadlines


• The ability to work both independently and collaboratively within a team


• Previous experience in a Paraplanning role within wealth management

Benefits & Remuneration:

• Salary: Up to �50,000 (dependent on experience)


• Hybrid working model - flexibility to work remotely


• Comprehensive benefits package, including:


• Private medical insurance


• Group income protection


• Generous pension contributions


• Employee assistance programme


• Health assessments


• Season ticket loan, cycle-to-work scheme, and more

This position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.