Job Description

Paraplanner - Bristol

Our client is seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients.


Duties & Responsibilities

  • Conduct comprehensive financial analysis to assist in the development of financial plans.

  • Gather and organise client financial information, including income, expenses, assets, and liabilities.

  • Use financial planning software to model various scenarios and projections.

  • Prepare and review investment proposals and reports for clients.

  • Collaborate with advisors to develop and implement customised financial strategies.

  • Stay abreast of industry trends, regulations and changes in financial markets.

  • Conduct research on financial products and investment opportunities.

  • E...

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