Job Description
Paraplanner | Salary Negotiable | Bristol / Hybrid
Are you a detail-driven Paraplanner with a passion for high-quality financial planning?
Join a respected, forward-thinking wealth management firm known for delivering bespoke financial advice to high-net-worth individuals. You'll play a key role in supporting experienced Financial Planners with research, analysis, and complex report writing. Expect a collaborative culture, exposure to diverse planning scenarios, and opportunities for progression.
What you'll bring:
β CII PFS Diploma (or working towards it)
β Experience in an advisory or investment management setting
β A sharp eye for detail and top-tier problem-solving skills
β Strong communication and tech-savviness
This is more than a Paraplanner roleβit's a career move.
Apply now and let's talk about your future.
Are you a detail-driven Paraplanner with a passion for high-quality financial planning?
Join a respected, forward-thinking wealth management firm known for delivering bespoke financial advice to high-net-worth individuals. You'll play a key role in supporting experienced Financial Planners with research, analysis, and complex report writing. Expect a collaborative culture, exposure to diverse planning scenarios, and opportunities for progression.
What you'll bring:
β CII PFS Diploma (or working towards it)
β Experience in an advisory or investment management setting
β A sharp eye for detail and top-tier problem-solving skills
β Strong communication and tech-savviness
This is more than a Paraplanner roleβit's a career move.
Apply now and let's talk about your future.
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Experienced Paraplanner Bristol employer: The Progress Shed
Join a leading wealth management firm in Bristol that values detail-oriented professionals and fosters a collaborative work culture. With a focus on bespoke financial advice for high-net-worth individuals, you'll benefit from ongoing professional development opportunities and the chance to engage with diverse planning scenarios, making this an ideal environment for career growth and meaningful contributions.
Contact Detail:
The Progress Shed Recruiting Team