Paraplanner - Bristol/Plymouth

Bristolonsite

Posted yesterday · via Teamtailor

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About this role

Career Are you a qualified Paraplanner who thrives on solving complex financial planning challenges and making a meaningful impact on client outcomes? Join a high-performing financial planning firm where your technical expertise and analytical skills are highly valued. You'll have the opportunity to work on sophisticated cases, undertake in-depth research and analysis, and contribute to exceptional client experiences. If you're looking for a role where your expertise will be recognised, your development supported and your contribution truly valued, we'd love to hear from you. About the role You will play a vital role in supporting advisers through detailed research, technical analysis and the preparation of clear, compliant suitability reports.…

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What we'd score you on

reqspace match rubric

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Skills match

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Level fit

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Domain experience

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Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Bristol. We weight your proximity and willingness to relocate.

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Skills in this role

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