Paraplanner – Bristol

Posted 1 month ago

Level 4 Qualified Paraplanner – Bristol

About This Opportunity –

The paraplanner will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios. You will analyse our clients’ aims and needs to construct solutions as a tool for advisors to communicate to clients. In order to support our Financial Planning team. You will produce robust financial plans and analytical information. You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.

Responsibilities Include –

The role will involve providing appropriate support for our Financial Planning Managers and liaise with the administration team daily.

You will facilitate the smooth processing of new and existing business.

You will be on hand to assist with monitoring the performance and work throughput of the administration, to ensure standards are maintained and deadlines are met. It is crucial that you will understand and comply with regulations and principles applying to the role andpolicies and procedures.


You will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent.

Genuine – Shows empathy and understanding for the needs of clients and colleagues. Team worker demonstrating trust, respect and integrity.

Expert – Applies skills and knowledge to achieve objectives and makes the complex simple. Brings together the right people and grows expertise to get the best results for clients. Seeks continuous improvement.

Ambitious – Works hard to be at their best. Embraces change for the better. Strives to do the best for clients and colleagues

Desired Skills and Experience

report writing, suitability letters, pensions, investments, protection, diploma in financial planning


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