Paraplanner: Investment & Compliance Specialist in Bristol

A reputable financial planning firm in Bristol is looking for a Paraplanner to support a high-performing adviser within a collaborative team. This role involves conducting investment portfolio reviews, preparing suitability reports, and ensuring compliance with FCA regulations. Ideal candidates will have experience in financial planning and an understanding of investment strategies. The firm values long-standing client relationships and prioritizes client care, offering a fun and dynamic work environment. #J-18808-Ljbffr