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- Tasks: Transform complex financial info into clear, client-focused advice and reports.
- Company: Join a forward-thinking team in a supportive remote environment.
- Benefits: Ongoing training, personal development, and a culture of feedback.
- Other info: Collaborative culture that values inclusion and celebrates success.
- Why this job: Make a real impact on client outcomes while growing your skills.
- Qualifications: Strong knowledge of financial planning and attention to detail required.
The predicted salary is between 35000 - 45000 ÂŁ per year.
We’re looking for a detail-driven, technically strong Paraplanner to join a collaborative and forward-thinking team. This is a brilliant opportunity for someone who enjoys turning complex financial information into clear, client-focused advice and wants to play a key role in delivering high-quality outcomes.
The Role
You’ll work closely with advisers, supporting the end-to-end advice process by producing high-quality reports, conducting in-depth research, and ensuring all recommendations meet regulatory standards. Your work will directly impact client outcomes, helping advisers deliver advice that is not only compliant but genuinely valuable.
What You’ll Be Doing
- Client Advice & Reporting
- Draft clear, tailored Suitability Reports aligned to individual client needs
- Prepare Annual Review reports to support ongoing client relationships
- Ensure all documentation is accurate, compliant, and easy to understand
- Research & Analysis
- Conduct detailed research across pensions, investments, protection, and tax-efficient solutions
- Analyse client portfolios for performance, risk, and alignment with objectives
- Provide data-driven insights to support adviser recommendations
- Technical & Financial Planning Support
- Build financial plans using cashflow modelling tools
- Support technical calculations (e.g. CGT, IHT, investment risk profiling)
- Break down tax implications and help identify the most appropriate client solutions
- Compliance & Governance
- Ensure all reports meet FCA requirements and internal standards
- Maintain accurate records of the advice process and client data
- Work closely with compliance to resolve issues and refine documentation
- Stay up to date with regulatory and legislative changes
- Systems & Process
- Keep client records and back-office systems fully up to date
- Use financial planning software effectively to support delivery and compliance
- Contribute to improving templates and processes
- Personal Development
- Ongoing CPD and development support
- Regular training sessions and compliance updates
- A culture of feedback, learning, and continuous improvement
- Opportunities to shape your own progression
What We’re Looking For
- Strong technical knowledge across financial planning products and tax
- Experience in paraplanning or a similar technical role
- A high level of attention to detail and organisation
- Confident communicator - able to translate technical information clearly
- Proactive mindset with a “leave it better than you found it” approach
- A genuine team player who values collaboration and accountability
Our Culture
We believe great work comes from great people who feel supported, respected, and valued. We take ownership and are open when things don’t go to plan. We learn constantly and share knowledge. We respect different perspectives and champion inclusion. We celebrate success and recognise contributions.
Why Join Us?
You’ll be part of a team that genuinely cares about delivering high-quality advice and building long-term client relationships while giving you the space to grow, contribute, and make an impact. If this sounds like your kind of role, we’d love to hear from you.
Paraplanner in Bristol employer: Truly Independent Ltd
Contact Detail:
Truly Independent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Get your research game on! Familiarise yourself with the latest trends in financial planning, compliance, and tax regulations. This will not only boost your confidence but also show potential employers that you’re proactive and up-to-date with industry standards.
✨Tip Number 3
Practice your communication skills! Being able to translate complex financial jargon into clear, client-focused advice is key. Try explaining some technical concepts to friends or family to refine your ability to communicate effectively.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our team. Tailor your application to highlight how your skills align with our values and the role of a Paraplanner. Let’s make it happen together!
We think you need these skills to ace Paraplanner in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in paraplanning and technical analysis. We want to see how your skills align with the role, so don’t hold back on showcasing your attention to detail and client-focused approach!
Showcase Your Technical Knowledge: Since we’re looking for someone with strong technical knowledge across financial planning products, be sure to include specific examples of your expertise. Whether it’s pensions, investments, or tax-efficient solutions, let us know how you’ve applied this knowledge in your previous roles.
Communicate Clearly: As a Paraplanner, you’ll need to translate complex information into clear advice. Use your application to demonstrate your communication skills—keep it concise, easy to read, and free from jargon. We appreciate clarity just as much as you do!
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. Plus, it shows you’re proactive—something we value highly at StudySmarter!
How to prepare for a job interview at Truly Independent Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge about financial planning products and tax. Be ready to discuss how you've applied this knowledge in previous roles, especially in paraplanning or similar positions.
✨Tailor Your Responses
When answering questions, relate your experiences to the specific responsibilities mentioned in the job description. For instance, talk about how you've drafted Suitability Reports or conducted detailed research that aligns with client needs.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, be prepared to give examples of how you've ensured compliance and maintained accurate records in past roles. Highlight any systems or processes you've improved to enhance efficiency.
✨Emphasise Teamwork and Communication
This position values collaboration, so share examples of how you've worked effectively within a team. Discuss how you’ve communicated complex information clearly to clients or colleagues, showcasing your ability to translate technical jargon into understandable advice.