Paraplanner jobs in County Bristol

Job Description Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: - Suitability Reports:Prepare detailed, accurate, and compliant suitability...

Paraplanner - £45,000 + Bonus – Bristol / Hybrid I’m currently representing a well-regarded independent financial planning firm in the heart of Bristol. This is a fantastic opportunity for a Paraplanner with 12+ months’ experience to join a highly respected, forward-thinking advice business. You’ll be working directly alongside senior financial advisers, providing technical support and helping...

Our client offers a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objectives. Thy offer financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years. They are looking to hire an experienced Paraplanner and the key duties are as follows: Request and...

Paraplanner – Aspire Financial Planning, Bristol £42,000–£47,500 Are you an experienced Paraplanner or Senior Paraplanner (DipPFS or Chartered) looking for a role where your expertise will be highly valued? At Aspire Financial Planning we deliver clear and transparent financial advice whilst at the same time creating exceptional experiences for our clients. Based in Bristol's leafy Queens...

Location Bristol Salary £35000 - £40000 TypePermanent WorkplaceHybrid Ref88218 Recruiter Managing This Role Paraplanner up to £40,000 Harrogate Responsibilities To draft suitability reports with guidance from the Financial PlannerAssist in the interpretation of the advisers client meeting and prepare suitable recommendations with a high level of accuracy and care.Provide guidance to...

Senior Paraplanner – Eden Rose We're working with a well-established financial planning firm in Bristol looking to appoint an experienced Senior Paraplanner to join their growing team. This is a fantastic opportunity to work in a collaborative environment with the flexibility of hybrid working and a competitive salary (negotiable depending on experience). You'll play a key role in supporting...

Job description I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an...

Introduction Are you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission. We’re excited to be expanding our presence and as part of this growth, we’re...

You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, your duties will include: - Produce simple suitability letters and n...

You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.

You must have experience within a financial planning firm and have supported Financial Advisers

You should have knowledge of financial planning products and the client process

You must act with integrity

You must act with due care, skill and diligence

You must be open and co-operative with the FCA, PRA and other regulators

You must pay due regard to the interests of customers and treat them fairly

You must observe proper standards of market conduct

You must act to deliver good outcomes for clients

Location Bristol Salary £28000 - £32000 TypePermanent WorkplaceOn-Site Ref88589 Paraplanning Administrator | £28,000£32,000 | Bristol | Office-Based | Financial Services Were recruiting on behalf of a growing, Bristol-based wealth management firm that has created a new Paraplanning Administrator role due to continued expansion. With the adviser team and their client base growing...

My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce. This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. Specific Duties Include: - Obtaining client information ensuring back office systems are...

Introduction We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it...

Job description I'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to...

New Business Administrator – Financial Planning - Bristol A well-established and growing wealth management firm is seeking an experienced New Business Administrator to join its financial planning team. This role focuses on new business processing, supporting advisers and paraplanners with the implementation of client recommendations and ensuring applications progress smoothly through to...

Job description IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during due to acquisitions across the UK. Duties include; Preparing pre-approval documentation prior to report...

Job description Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and acquisitions, my client is currently looking for an Paraplanner to join their Bristol team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping...

You will be responsible for: Team Leadership & Development Managing, mentoring, and developing a geographically dispersed paraplanning teamConducting performance reviews and driving continuous improvementPromoting a positive, supportive, and resilient team culture Workload & Quality Management