Paraplanner

Job Title: Paraplanner

Location: Bristol (Hybrid)

Salary: £38,000 - £48,000

This is an excellent opportunity to join a well-established and highly respected Wealth Management firm as a Paraplanner, working as part of a collaborative team to deliver high-quality, compliant, and client-focused support to Financial Advisers and their clients.

You'll play a key role in the advisory process providing research, technical analysis, and suitability reports to ensure a first-class service to their clients.

They offer hybrid working, training and development opportunities and a comprehensive benefits package.

The Required Skills:

• Diploma qualified in Financial Planning (or equivalent)
• Proven experience in a full end-to-end paraplanning role
• Strong knowledge of financial planning products and research tools (e.g. Selectapension, FE Analytics, Iress, Voyant)
• Experience working with centralised investment propositions, DFMs, and model portfolios
• Excellent communication skills, attention to detail, and ability to prioritise workload

Key Responsibilities:

• Review client information and adviser notes to understand requirements
• Conduct fund, product, and tax analysis to support recommendations
• Prepare detailed suitability reports and pre-meeting documentation
• Liaise with advisers and administrators to ensure timely, accurate case progression
• Support compliance processes, TCF initiatives, and uphold FCA Conduct Rules

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.