Paraplanner - 1 day in bristol per week but can consder fully remote also - #2111530

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Paraplanner – £38,000 to £50,000 (DOE)

Hybrid Working – 1 Day in Office or Fully Remote for the Right Candidate**

Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. This is an excellent opportunity to step into a role where your expertise is truly valued and where you will play a key part in delivering high-quality, holistic financial planning support.

We are a dynamic and client-focused UK financial advisory firm, operating nationally, with increasing market presence and involvement in M&A activity. As part of this evolution, we are looking for a Paraplanner who can support our Financial Planners, deliver comprehensive research, and produce compliant and insightful suitability reports.

This role offers hybrid working with one office day per week, but we are also open to fully remote arrangements for the right candidate.

Key Responsibilities

Suitability Reporting

• Prepare detailed, accurate, and fully compliant suitability reports and recommendation letters
• Review fact-finds, risk profiles, and client objectives to ensure accuracy and audit readiness

Annual Review Support

• Assist with annual client reviews, valuations, objective updates and the creation of Annual Suitability Assessments
• Maintain ongoing suitability in line with FCA requirements

Technical Research

• Conduct in-depth research across investments, pensions, tax wrappers, protection products, and estate planning
• Analyse fund data, product options and technical solutions

Client & Adviser Support

• Provide support to advisers before and after client meetings
• Communicate with providers to obtain policy information, illustrations, and documentation

Compliance & Record Management

• Conduct AML checks, identity verification, and maintain regulatory documentation
• Ensure all client files and CRM data remain accurate and complete

Collaboration & Continuous Improvement

• Work closely with advisers, administrators, compliance teams and investment specialists
• Contribute to developing paraplanning processes, templates and best practices as the business evolves

Skills & Experience

Essential

• Minimum 2 years' Paraplanning experience in a UK financial planning/advisory firm
• Level 4 Diploma (DipPFS or equivalent)
• Strong knowledge of pensions (DC & DB), investments, ISAs, bonds, trusts and protection products
• Excellent report-writing, analytical and technical research skills
• Understanding of FCA regulations, including ongoing suitability and annual assessments
• Experience conducting AML and due diligence checks
• Proficient with financial planning software (e.g., Intelligent Office, Fintegrate, FE Analytics, Voyant)
• Highly organised, self-motivated and comfortable working independently

Desirable

• Experience within firms undergoing M&A activity
• Exposure to DFM models, cashflow modelling and tax optimisation strategies
• Experience with HNW clients or complex financial planning cases

What We Offer

• £38,000–£50,000 depending on experience
• Hybrid working with only one office day per week
• Fully remote considered for high-calibre candidates
• Opportunity to join a business experiencing exciting, ongoing growth
• Supportive, collaborative culture with career development potential
• An array of benefits