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Date Added: Sat 31/05/2025

Senior Paraplanner

Bristol, UK
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Company: ENABLE RECRUITMENT

Job Type: Permanent, FullTime

Salary: £40,000 - £50,000 per annum

Are you a Paraplanner in Bristol looking to join one of the leading firms in the UK?We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond.If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you!What you’ll be doing:
  • Providing pooled support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
  • Produce technical reports for the advisers based on the research and requirements of the client
  • Managing workflow and organisation of ongoing workload
  • Adhering to FCA requirements and Compliance Policies
What you need to apply:
  • Level 4 Qualified as a minimum
  • 5+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
  • The ability to form positive relationships with clients
  • Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.
What’s in it for you?
  • A basic salary of up to £50,000 dependent on experience and qualifications
  • Hybrid working 
  • Social opportunities throughout the year
  • Exam funding and support
  • Progression opportunities within a forward thinking and growing business
  • Generous annual leave allowance
What next?Hit Apply or contact Dan directly!#removed# (Just .co!)
Apply Now