Paraplanner

ParaplannerLocation: Bristol, hybrid working 3 days office, 2 days WFH. Salary: 35,000 - 45,000 + Discretionary Bonus + Benefits Company: Global Wealth Management FirmOverviewWe are seeking a skilled and qualified Paraplanner to join our clients Bristol office. This role offers the opportunity to work within a global wealth management firm, supporting Financial Planners in delivering comprehensive and compliant financial advice. You will be responsible for research, report writing, and ensuring the highest standards of client service and regulatory adherence.Key ResponsibilitiesDraft suitability reports with guidance from Financial Planners, ensuring compliance with internal and regulatory standards.Collaborate with Financial Planners to gather complete and accurate client information.Interpret adviser meeting notes and prepare tailored recommendations with precision and care.Provide technical input to advisers to support good consumer outcomes.Ensure client experience aligns with company standards and Treating Customers Fairly (TCF) principles.Maintain high standards of data quality and compliance across all processes.Update workflow systems to support accurate and timely management reporting.Ensure workflows are current and accurately reflect case progress.Promote and follow best practices for adviser support and client-facing processes.Ensure all advice outcomes meet company compliance standards and FCA regulations.Meet output targets for producing ongoing advice ..... full job details .....