Paraplanner

ParaplannerBased BristolSalary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus schemeAbout the OpportunityOur client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service.As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support.This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience.The RoleThe Paraplanner will play a vital role in supporting the practice''s advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas.This position is ideal for someone detail-focused, technically strong and confident working independentlyKey Responsibilities Produce high-quality, compliant suitability reports Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with the firms'' regulatory requirements ..... full job details .....