Full job descriptionSenior Paraplanner
Location: Bristol
Salary: £45,000–£55,000, depending on experience
Working pattern: 4.5 day week
The Role
An established and highly regarded independent financial planning firm is looking for an experienced Senior Paraplanner to join its team.
This role would suit a career paraplanner who enjoys the technical side of financial planning, working on complex cases and producing high-quality suitability reports. You will provide technical support to financial advisers and colleagues across the business, helping to maintain high standards of client advice.
The firm offers a supportive working environment, a compressed working week and opportunities to progress towards Chartered and Fellowship qualifications.
Key Responsibilities
*Provide senior paraplanning support and technical guidance to financial advisers.
*Prepare detailed suitability reports across pensions, investments and wider financial planning.
*Carry out complex technical research and financial analysis.
*Complete tax calculations, including Inheritance Tax and Capital Gains Tax.
*Review complex and higher-risk cases ahead of approval.
*Prepare client valuations, investment analysis and meeting documentation.
*Research and compare pension, investment and protection products.
*Undertake provider and product due diligence.
*Maintain accurate client records and ensure compliance with regulatory requirements.
*Process and monitor complex business through provider platforms where required.
*Liaise professionally with clients, providers and other professional contacts.
About You
The successful candidate will have:
*Extensive paraplanning experience, ideally within an independent financial planning firm.
*A minimum of the Level 4 Diploma in Financial Planning.
*Strong technical knowledge of pensions, investments, taxation and estate planning.
*Experience researching complex financial planning cases and interpreting legislation.
*Excellent report-writing, analytical and numerical skills.
*A high level of accuracy and attention to detail.
*The ability to manage workloads independently and meet competing deadlines.
*Strong IT skills, including Microsoft Word and Excel.
Experience with Intelligent Office or similar back-office systems, O&M, Selectapension and provider platforms would be beneficial.
A Pension Transfer Specialist qualification, such as G60, AF3 or AF7, would be highly desirable.
Salary and Benefits
*Salary of £45,000–£55,000, depending on experience.
*Performance-related bonus potential.
*Employer pension contribution of 8%.
*Group life cover and income protection, subject to acceptance and underwriting.
*25 days’ annual leave plus bank holidays.
*Option to purchase additional annual leave.
*Support towards Chartered and Fellowship qualifications.
*A professional, supportive working environment within an independently owned firm.