Paraplanner
other jobs Recruit UK
Added before 20 hours
- England,South West,Bristol
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
Full job descriptionJob Title: Paraplanner
Industry: Financial Services
Location: Bristol (2 days in the office)
Salary: Up to £50,000 + 10% Pension Contribution
Reference Number: 10373
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner to join a highly respected and award-winning Financial Planning firm.
The position offers a hybrid working arrangement, with minimum two days per week based in the Bristol office and the remaining days worked remotely. This is an ideal opportunity for someone who enjoys the flexibility of home working while still benefiting from regular collaboration and face-to-face interaction with colleagues and Advisers.
You will work closely with Financial Advisers and support staff to provide a high-quality service to clients.
Your duties as a Paraplanner will include, but not be limited to:
*Fact finding and report writing
*Client service and review support – acting as a technical point of contact
*Preparing recommendations, including documents, application forms, and suitability reports
*Collaborating with the wider team to deliver exceptional client service
*Maintaining accurate client records and ensuring compliance with FCA regulations
*Collating and pre-populating new business and servicing forms/application packs
*Producing and issuing client fee invoices
What’s in it for you:
*Salary circa £45,000, depending on experience
*10% pension contribution
*Profit share
*23 days holiday
*12 wellbeing days (typically one per month)
*Private medical insurance
*Life assurance
*Flexible start and finish times
Skills and experience required:
*Experienced Paraplanner
*Diploma qualified
*Strong written and verbal communication skills
*Driven, proactive, and committed to supporting both personal and business success
*Excellent organisation, prioritisation, and time management
*High attention to detail and ability to follow processes
*Adaptable, positive, and eager to develop with a growing business
*Strong MS Office skills
This is an excellent opportunity for a like-minded professional to join an enthusiastic, high-achieving firm with a strong reputation for employee wellbeing and exceptional client care.
Industry: Financial Services
Location: Bristol (2 days in the office)
Salary: Up to £50,000 + 10% Pension Contribution
Reference Number: 10373
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner to join a highly respected and award-winning Financial Planning firm.
The position offers a hybrid working arrangement, with minimum two days per week based in the Bristol office and the remaining days worked remotely. This is an ideal opportunity for someone who enjoys the flexibility of home working while still benefiting from regular collaboration and face-to-face interaction with colleagues and Advisers.
You will work closely with Financial Advisers and support staff to provide a high-quality service to clients.
Your duties as a Paraplanner will include, but not be limited to:
*Fact finding and report writing
*Client service and review support – acting as a technical point of contact
*Preparing recommendations, including documents, application forms, and suitability reports
*Collaborating with the wider team to deliver exceptional client service
*Maintaining accurate client records and ensuring compliance with FCA regulations
*Collating and pre-populating new business and servicing forms/application packs
*Producing and issuing client fee invoices
What’s in it for you:
*Salary circa £45,000, depending on experience
*10% pension contribution
*Profit share
*23 days holiday
*12 wellbeing days (typically one per month)
*Private medical insurance
*Life assurance
*Flexible start and finish times
Skills and experience required:
*Experienced Paraplanner
*Diploma qualified
*Strong written and verbal communication skills
*Driven, proactive, and committed to supporting both personal and business success
*Excellent organisation, prioritisation, and time management
*High attention to detail and ability to follow processes
*Adaptable, positive, and eager to develop with a growing business
*Strong MS Office skills
This is an excellent opportunity for a like-minded professional to join an enthusiastic, high-achieving firm with a strong reputation for employee wellbeing and exceptional client care.
Job number 3740197
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...