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Permanent

Paraplanner - 1 day in bristol per week but can consder fully remote also

Bristol
money-bag 38000.00-38000.00 Annual
3085433763
Posted Today

.Paraplanner - £38,000 to £50,000 (DOE)Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. This is an excellent opportunity to step into a role where your expertise is truly valued and where you will play a key part in delivering high-quality, holistic financial planning support.We are a dynamic and client-focused UK financial advisory firm, operating nationally, with increasing market presence and involvement in MandA activity. As part of this evolution, we are looking for a Paraplanner who can support our Financial Planners, deliver comprehensive research, and produce compliant and insightful suitability reports.This role offers hybrid working with one office day per week, but we are also open to fully remote arrangements for the right candidate.Key ResponsibilitiesSuitability ReportingPrepare detailed, accurate, and fully compliant suitability reports and recommendation lettersReview fact-finds, risk profiles, and client objectives to ensure accuracy and audit readinessAnnual Review SupportAssist with annual client reviews, valuations, objective updates and the creation of Annual Suitability AssessmentsMaintain ongoing suitability in line with FCA requirementsTechnical ResearchConduct in-depth research across investments, pensions, tax wrappers, protection products, and estate planningAnalyse fund data, product options and tec

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