At a Glance
- Tasks: Support financial advisers by preparing high-quality reports and conducting detailed research.
- Company: A thriving Wealth Management Practice known for exceptional client service.
- Benefits: Competitive salary, 10% pension contribution, discretionary bonuses, and full exam support.
- Other info: Enjoy a hybrid work environment with excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Proven paraplanning experience and strong technical understanding of finance.
The predicted salary is between 40000 - 45000 £ per year.
Salary: £40,000 – £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme
About the Opportunity
Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience.
The Role
The Paraplanner will play a vital role in supporting the practice’s advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently.
Key Responsibilities
- Produce high-quality, compliant suitability reports
- Conduct detailed research across pensions, investments, IHT and retirement planning
- Analyse client information and prepare recommendations for the Advisers
- Maintain accurate and compliant records
- Prepare review reports, cashflow data and documentation for client meetings
- Liaise professionally with clients, providers and internal teams
- Ensure all advice aligns with the firms' regulatory requirements and risk standards
- Support ongoing advice processes including reviews, switches and servicing
About You
The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process.
Essential Skills Experience
- Proven paraplanning experience
- High level of technical understanding across pensions, investments and protection
- Excellent attention to detail and accuracy
- Confident producing full suitability/recommendation reports
- Strong understanding of compliance requirements in a regulated environment
What Our Client Offers
- 10% Employer Pension Contribution after 12 months
- Discretionary bonus scheme
- Full exam support toward Diploma or Chartered
- Supportive and collaborative team culture
- Opportunity to work closely with advisers in a pod system
Please apply to find out more!
Job Types: Full-time, Permanent
Pay: £40,000.00-£45,000.00 per year
Application question(s): Do you have Paraplanning experience within a wealth planning practice?
Work Location: Hybrid remote in Bristol
Paraplanner employer: Cranleigh Personnel
Join a thriving Wealth Management Practice in Bristol, where your expertise as a Paraplanner will be valued and nurtured. With a supportive team culture, full exam support for professional development, and a competitive salary package including a 10% employer pension contribution and discretionary bonuses, this role offers a rewarding opportunity to grow your career while making a meaningful impact on clients' financial futures.
