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- Tasks: Provide essential support to financial advisers through research and analysis.
- Company: Join one of the UK's leading independent wealth management firms.
- Benefits: Enjoy a competitive salary, private medical care, and fun perks.
- Why this job: Make a real impact in a fast-growing company while developing your skills.
- Qualifications: Experience in paraplanning and strong communication skills required.
- Other info: Hybrid working model with excellent career growth opportunities.
The predicted salary is between 35000 - 45000 £ per year.
Location: Bristol hybrid [3 days per week]
Reports to: Client Services & Operations Manager
SMCR Function: Certified Role
Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible.
What's on offer at Ascot Lloyd?
- Skills accelerator: A chance to work autonomously and strive for excellence in a high growth environment.
- Support to Succeed: Investment long term in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave.
- Benefits: A corporate pension, private medical, life assurance, critical illness cover, electric car salary sacrifice, paid time off for celebrations and volunteering, discounted Ascot Lloyd financial advice for employees, enhanced parental leave — plus fun perks to help you thrive.
- Recognition: A package including performance bonuses and long-term incentives, length-of-service awards, and values recognition.
What does Paraplanning look like at Ascot Lloyd?
The Paraplanning function provides critical support to the Advice team by ensuring high-quality research, analysis, and suitability reporting. You will contribute to delivering consistent, compliant, and proactive client service while supporting Treating Customers Fairly (TCF) and Consumer Duty obligations.
Your impact on stakeholders:
- Deliver timely, high-quality paraplanning support including research, analysis, and suitability reports.
- Support Financial Advisers by preparing pre-meeting documents, analysing products, charges, tax implications, and risk profiles.
- Build strong partnerships with Advisers, refining recommendations collaboratively.
- Drive excellence by identifying opportunities to improve processes and client outcomes.
- Maintain accurate records within Intelligent Office and adhere to agreed timescales.
What you’ll bring to the position:
- Financial Planning Diploma qualified (or equivalent).
- Strong experience in end-to-end paraplanning.
- Excellent communication, written and verbal.
- High attention to detail and strong organisational skills.
- Ability to personalise suitability reports beyond templated wording.
- Integrity, professionalism, and adherence to Consumer Duty.
Technical Skills:
- Research tools experience such as Selectapension, FE Analytics, Iress/Exchange, Voyant/FinCalc, and Dynamic Planner.
- Understanding of centralised investment propositions including model portfolios and DFMs.
- Strong MS Office skills.
Soft Skills:
- Clear communication.
- Strong attention to detail.
- Ability to prioritise workload.
- Client confidentiality.
- Strong adherence to policies and compliance requirements.
Experience:
- Demonstrable experience in paraplanning.
- Strong understanding of the advisory process.
- Experience working with Intelligent Office preferred.
Qualifications and Certifications:
- Level 4 Diploma in Financial Planning [ideal but not essential].
- Commitment to ongoing CPD.
Paraplanner - Bristol 12 Month FTC employer: Ascot Lloyd group
Contact Detail:
Ascot Lloyd group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Bristol 12 Month FTC
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Paraplanner role at Ascot Lloyd.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with research tools and your attention to detail. They want to see how you can contribute to their team, so don’t hold back!
✨Tailor Your Approach
Every conversation is an opportunity! Make sure to tailor your discussions to reflect Ascot Lloyd's values and commitment to client service. Show them you understand their mission and how you fit into it.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Paraplanner - Bristol 12 Month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant qualifications to show us you’re the perfect fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about paraplanning and how you can contribute to our team. Be specific about your achievements and how they align with our commitment to excellence.
Showcase Your Attention to Detail: Since attention to detail is key in this role, ensure your application is free from typos and errors. A polished application shows us you take pride in your work and understand the importance of accuracy.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Ascot Lloyd group
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the tools mentioned in the job description, like Selectapension and Intelligent Office. Being able to discuss these confidently will show that you're serious about the role.
✨Showcase Your Communication Skills
Since excellent communication is key for this position, prepare examples of how you've effectively communicated complex information in the past. Think about times when you’ve personalised reports or collaborated with advisers.
✨Demonstrate Attention to Detail
Bring along examples of your work that highlight your attention to detail, especially in suitability reports. You might even want to mention a time when your meticulousness led to a positive outcome for a client.
✨Ask Insightful Questions
Prepare some thoughtful questions about Ascot Lloyd’s approach to wealth management and their commitment to client service. This shows that you’re not just interested in the job, but also in how you can contribute to their mission.