modern approach

traditional values

Paraplanner, Worle

Location: Worle, Weston Super Mare

Salary: £30,000 - £40,000

Type: Permanent

Category: Paraplanning

Ref: SW/2525

I’m proud to be working exclusively with this well-respected financial planning business, based in Worle, to help them in their search for a new Paraplanner. You’ll work with a great bunch of people who all work well as a cohesive Paraplanning & Administration support team.

Due to many new clients choosing them as their preferred Financial Planners, the firm wants to appoint a new Paraplanner to ensure they maintain and continue to offer their high-quality level of service to both their new and existing clients.

The salary range is up to £40,000pa (dependent on experience and qualifications) plus benefits and company/individual performance-related bonus of up to 10%.

23 days holiday plus public holidays and you’ll finish on Fridays at 12.30 pm.

Also, there is future potential for hybrid working in terms of days spent in the office and home working.

Their offices are easily reached by car (Junction 21 of M5) and within very short walking distance of Worle train station, so this could be attractive to people happy to travel by train from Bristol or Taunton etc.

The paraplanner role will see you:

  • Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients’ financial planning needs
  • Preparing draft recommendations to be discussed/signed off by the Financial Planner
  • Preparing suitability letters
  • Ensuring all compliance paperwork is in order
  • Implementing chosen investment strategies
  • Reviewing existing investment portfolios, asset allocation risk profile etc
  • Initiating review meetings with clients
  • Establishing and building strong relationships with clients and attending client meetings with the Financial Planner, if required
  • Monitoring and controlling your own workload.

We’re looking for a paraplanner who has:

  • Relevant paraplanning experience gained from working within a Financial Planning/Independent Financial Adviser firm
  • A good understanding of the Financial Planning Process
  • Good research, cash flow forecasting and report writing skills
  • Level 4 Diploma in Financial Planning as a minimum.

Company information:

  • The business is owned by its founder directors, who are personally involved in strategy and management
  • Despite the current climate, the company enjoys continual, healthy growth through their ability to attract new clients based on its reputation for offering such a good level of service.
  • They work closely with several firms of local solicitors, especially on trusts and inheritance tax planning advice to both private and corporate clients
  • They offer a friendly, open and collaborative work environment

Next steps:

If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005; we can then discuss this in more detail and ascertain if you’d like to be presented for the opportunity.  

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