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- Tasks: Support senior Financial Planners by writing reports and conducting research.
- Company: Join a leading National Wealth Manager with a collaborative culture.
- Benefits: Competitive salary, private medical insurance, generous pension, and hybrid working.
- Other info: Inclusive team culture with strong support for professional development.
- Why this job: Make a real impact in financial planning while enjoying flexibility and career growth.
- Qualifications: Proven paraplanning experience and Level 4 Diploma in Financial Planning required.
The predicted salary is between 40000 - 50000 £ per year.
We are working with a leading National Wealth Manager, who are seeking an experienced Paraplanner to join their Bristol-based team. This is a fantastic opportunity to join a highly respected and growing organisation where you’ll support a senior Financial Planner in delivering high-quality, client-focused financial planning solutions, within a collaborative and forward-thinking environment.
With a hybrid working model (minimum 1 day in the office, 4 days from home), this role offers both flexibility and strong career development opportunities.
What you'll be doing:
- Write detailed suitability reports across a wide range of financial products and advice areas
- Conduct technical research to support client recommendations
- Maintain accurate and compliant client records (KYC)
- Work closely with Financial Planners to deliver the right client outcomes
- Attend client meetings and support with cashflow modelling where required
- Manage your workload to meet deadlines and targets
- Ensure all work aligns with FCA regulations and internal compliance standards
What we're looking for:
- Proven paraplanning experience within an IFA or wealth management firm.
- Strong technical knowledge across financial planning products and complex cases
- Level 4 Diploma in Financial Planning (DipPFS) – essential
- Excellent communication, organisation, and stakeholder management skills
- A proactive approach with a desire to progress towards Chartered status
- Experience with Voyant Cashflow modelling
What's on offer:
- Competitive salary
- Private medical insurance & life assurance
- Generous pension contribution
- Hybrid working (1 day office / 4 days home)
- Generous holiday allowance with option to purchase more
- Inclusive, supportive, and collaborative team culture
This is a fantastic opportunity to join a firm that truly values its people, offers strong career progression, and provides the flexibility to thrive in a modern working environment. Get in touch to find out more or apply today.
Paraplanner in Bath employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. We recommend role-playing with a friend or using online resources to get comfortable discussing your technical knowledge and experience.
✨Tip Number 3
Showcase your skills! Bring along examples of your suitability reports or any cashflow models you've worked on. This will demonstrate your expertise and give you an edge over other candidates.
✨Tip Number 4
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 are proactive about their job search.
We think you need these skills to ace Paraplanner in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your paraplanning experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Technical Skills: Since this role involves detailed suitability reports and technical research, make sure to mention your experience with financial products and tools like Voyant Cashflow modelling. We’re keen to see your expertise in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge about financial planning products and complex cases. Be ready to discuss your experience in detail, especially any specific scenarios where you've successfully supported a Financial Planner.
✨Showcase Your Reports
Prepare to talk about the suitability reports you've written. Highlight your attention to detail and how you ensure compliance with FCA regulations. This will demonstrate your understanding of the importance of accurate documentation in the paraplanning role.
✨Practice Your Communication Skills
Since you'll be working closely with Financial Planners and attending client meetings, it's crucial to showcase your communication skills. Practice explaining complex financial concepts in simple terms, as this will show your ability to connect with clients and colleagues alike.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client management or compliance issues. Think through your past experiences and how you handled challenges, as this will help you demonstrate your proactive approach and problem-solving skills.