Paraplanner

Bristol

Recruiter Managing This Role

Paraplanner Bristol

We are currently recruiting for an experienced Paraplanner to join our Bristol-based team.

The role will involve supporting Financial Planners by drafting high-quality suitability reports in line with compliance and regulatory standards. You will work closely with advisers to interpret client meetings, research solutions and prepare accurate, well-considered recommendations that deliver good consumer outcomes.

You will manage your own caseload, ensure client files and workflows are kept up to date, obtain illustrations and supporting documentation, and maintain excellent data quality across systems. The role also includes liaising with client services and colleagues to ensure a consistently high standard of customer experience.

There is also an opportunity to sup...