Paraplanner
New Yesterday
Job Description
Senior Paraplanner
Location: Bristol, hybrid working – 3 days office 2 days WFH.
Salary: £45,000 – £50,000 + Discretionary Bonus + Benefits
Company: Global Wealth Management Firm
Experience Required: Minimum 10 Years Paraplanning Experience
Overview
We are seeking a highly experienced Senior Paraplanner to join our clients Bristol office. This is an exciting opportunity to work with a global wealth management company, supporting Financial Planners in delivering high-quality advice and client service. You will play a key role in report writing, technical research, mentoring junior team members, and enhancing paraplanning processes and tools.
Key Responsibilities
- Draft suitability reports in line with compliance and departmental standards.
- Collaborate with Financial Planners to ensure complete and accurate client information.
- Interpret adviser meeting notes and prepare tailored recommendations with precision.
- Provide technical guidance to advisers to support good consumer outcomes.
- Uphold Treating Customers Fairly (TCF) principles and ensure a consistent client experience.
- Maintain high standards of data quality and compliance across all processes.
- Update workflow systems to support accurate and timely management reporting.
- Manage personal caseload efficiently and maintain up-to-date records.
- Conduct research and analysis on existing client policies and schemes.
- Generate illustrations and Key Features documentation to support advice.
- Stay current with industry developments and maintain technical expertise.
- Coach, mentor, and support the development of junior paraplanners.
- Champion best practices and process adherence across the team.
- Identify and implement improvements to paraplanning processes.
Requirements for Senior Paraplanner:
- Qualifications:
- Level 4 Diploma in Financial Planning (minimum)
- Level 6 or working towards Level 6 (preferred)
- Experience & Skills:
- Minimum 10 years of paraplanning experience
- Strong technical knowledge across financial planning areas
- Proven mentoring and coaching abilities
- Excellent written and verbal communication skills
- High attention to detail and analytical mindset
- Strong time management and ability to meet deadlines
- Collaborative team player with a proactive approach
Benefits
- Competitive salary package
- Discretionary annual bonus
- Comprehensive benefits scheme
- Opportunities for professional development
- Supportive and inclusive team culture
- Location:
- City Of Bristol
- Category:
- Finance And Insurance
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