At a Glance
- Tasks: Support Financial Advisers with technical reports and research on investments and pensions.
- Company: Award-winning firm offering a collaborative remote work environment.
- Benefits: Competitive salary, 25 days leave, annual bonus, and study support.
- Other info: Flexible working hours and opportunities for career advancement.
- Why this job: Join a dynamic team and grow your career in financial planning.
- Qualifications: Diploma-qualified or nearing completion; experience valued over exams.
The predicted salary is between 28000 - 40000 £ per year.
Role Overview
An established and growing financial planning firm is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity to join a client-focused business offering strong long-term career development, exposure to complex financial planning cases, and a collaborative working environment.
The business has experienced significant growth in recent years and continues to invest heavily in its people, systems, and client proposition.
The Role
Working closely with Financial Planners and Advisers, you will play a key role in supporting the delivery of high-quality financial advice across pensions, investments, protection, and estate planning.
Responsibilities
- Preparing detailed and compliant suitability reports and recommendation letters
- Supporting annual client reviews and ongoing suitability assessments
- Conducting technical research across pensions, investments, tax wrappers, and protection products
- Liaising with providers to obtain policy information, valuations, and illustrations
- Assisting advisers with client meeting preparation and follow-up actions
- Maintaining accurate client records and ensuring FCA compliance standards are met
- Completing AML and identity verification checks
- Working collaboratively with advisers, administrators, compliance teams, and investment professionals
- Supporting process improvements and contributing to operational efficiencies
Requirements
- Minimum 2 years’ experience as a Paraplanner within a UK financial planning firm
- Level 4 Diploma qualified (DipPFS or equivalent)
- Strong technical knowledge across pensions, investments, protection, trusts, and estate planning
- Experience preparing suitability reports and supporting annual reviews
- Strong understanding of FCA regulations and compliance requirements
- Excellent communication, organisation, and report-writing skills
- Experience using financial planning and back-office systems
- Ability to manage workloads independently within a fast-paced environment
Desirable Experience
- Exposure to M&A or acquisitive financial planning environments
- Experience with cashflow modelling and tax planning strategies
- Familiarity with high-net-worth or complex client cases
Additional Information
- Hybrid working arrangement
- Excellent career progression opportunities
- Supportive and collaborative culture
- Competitive salary and benefits package
- Free parking and additional employee benefits available
Paraplanner in Bristol employer: WEALTHLINK RECRUITMENT LTD
Join an award-winning firm that values your expertise and offers a supportive remote work environment. With competitive salaries, generous annual leave, and opportunities for professional development through study support, this company fosters a culture of growth and collaboration. You'll be part of a dedicated team, working on complex cases while enjoying the flexibility of remote work.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment 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 finance world, especially those who are already working as Paraplanners. They can provide insights and might even refer you to open positions.
✨Tip Number 2
Prepare for virtual interviews by practising common questions related to technical support and client service. We recommend setting up mock interviews with friends or using online platforms to get comfortable in front of the camera.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience with investments, pensions, and complex cases. This will help you stand out when discussing your qualifications during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates ready to make an impact in the financial planning space.
We think you need these skills to ace Paraplanner in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight relevant experience, especially in investments, pensions, and technical support. 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 the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Qualifications:If you're Diploma-qualified or close to it, make sure to mention that! Even if you haven't completed all your exams, we value experience and your journey towards qualification. Let us know where you stand!
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 WEALTHLINK RECRUITMENT LTD
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and cashflow forecasts. Familiarise yourself with the technical aspects of the role, as you'll need to demonstrate your understanding of complex cases during the interview.
✨Showcase Your Experience
Prepare to discuss your previous experience in detail. Whether you're a seasoned Paraplanner or looking to step into an Advice role, be ready to share specific examples of how you've supported advisers and contributed to client success.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to client service and their expectations for the Paraplanner role. This shows your genuine interest and helps you assess if it's the right fit for you.
✨Highlight Your Qualifications
If you're Diploma-qualified or close to it, make sure to mention this. However, remember that experience is key, so emphasise any relevant skills or situations where you've successfully navigated complex financial scenarios.
