Paraplanner

ParaplannerBristol£38,000 - £45,000An excellent opportunity has arisen for a Diploma-qualified Paraplanner to join a well-established and growing financial planning firm in Bristol.This role offers the chance to work within a supportive and professional environment where building a strong business support team is key to delivering outstanding service to clients and Financial Advisers. The successful candidate will work closely with advisers to support the financial planning process and ensure the delivery of high-quality, compliant advice.This is an ideal opportunity for a technically strong paraplanner looking to further develop their career, with support available for those wishing to progress towards Chartered status.Role ResponsibilitiesConduct detailed financial analysis to support the development of financial plansUse financial planning software to model financial scenarios and projectionsPrepare and review investment proposals and financial reports for clientsCollaborate with Financial Advisers to develop and implement tailored financial strategiesResearch financial products, providers and investment opportunitiesEnsure all work complies with regulatory requirements and company proceduresMaintain accurate and up-to-date client records and documentationQualificationsCII Level 4 Diploma in Financial Planning (or equivalent) - essentialDesire to work towards Chartered status is encouraged and supportedKnowledge and ExperienceStrong understanding of investments, pensions, ..... full job details .....