Opportunity Description
Bath
Salary Competitive TypePermanent WorkplaceOn-Site Ref89883Recruiter Managing This Role
About the Role
We are looking for a motivated and technically capable Paraplanner to join a client-focused financial planning team. The role involves supporting advisers in delivering high-quality financial advice while ensuring compliance and suitability across all client recommendations.
Key Responsibilities
Prepare and manage client review packs, including portfolio analysis, risk assessments, and suitability documentation
Draft suitability reports for investment, pension, and retirement planning
Support advisers with advice qualification, ensuring recommendations are practical, compliant, and aligned with client objectives
Assist with new business processes, including client onboarding, documentation, and pro...