Paraplanner

New Yesterday

Paraplanner
Location Bristol , hybrid working 3 days office, 2 days WFH. Salary: £35,000 – £45,000 + Discretionary Bonus + Benefits Company: Global Wealth Management Firm
Overview We 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 Responsibilities Draft 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 s...
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Location:
City Of Bristol
Category:
Accounting & Finance

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