Paraplanner Work, Jobs in Avonmouth, Bst (with Salaries)

Paraplanner
TrinityBridge —Bristol
- Travel
- IT
- Communication skills
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
Financial Planning Administrator
Octagon Consultancy Ltd —Bristol
- £28,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health & wellbeing programme
- Work from home
Quick apply
7h
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner
Saltus —Bath
- Up to £45,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
Quick apply
6d
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
Senior Paraplanner
Star House Financial Services —Chew Magna
- £38,000 - £50,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- IT
- Annual leave
- Life insurance
Quick apply
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
12d
Paraplanner
RGH‑Global Limited —Trowbridge
- £40,000 - £50,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Customer service
- IT
- Health & wellbeing programme
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
Receptionist
Star House Financial Services —Bristol
- £25,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Life insurance
Quick apply
7d

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Trainee Paraplanner
Churchill Investments PLC —Winscombe
Financial Services: 2 years (preferred). We currently look after more than 500 client relationships, providing advice across retirement planning, investment…
£28,000 - £32,000 a year
Quick apply
Paraplanner
Saltus —Bath
Traditionally, some advisers begin as trainee advisers on the Saltus Financial Planner Pathway and PAD provides them with the experience to complete their stage…
Up to £45,000 a year
Quick apply
6d

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Paraplanner

TrinityBridge -
Bristol

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Job details

Permanent

Qualifications

Financial planning
Report writing
Business processes
IT
Communication skills
Certificate in Insurance

Full job description

Join TrinityBridge Paraplanning Team where you will support Planners, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis. The position is predominantly homebased, with occasional travel required to the Bristol office. Part time hours will also be considered for this position.

Key Responsibilities

Discuss client objectives with the Planner during debrief. Identify any shortfalls in client information and discuss with the Adviser.
Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Planner.
Undertake research to identify suitable solutions to meet the client’s needs.
Request and obtain information/comparisons for analysis by the Planner within agreed timeframes.
Consider current and future allocation of assets for investment strategy with regard to client risk profile.
Check all compliance paperwork and internal sign off documents are present.
Prepare draft recommendation reports to be discussed and signed off by the Planner. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
Request and obtain application forms and other associated paperwork.
Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
On-going servicing of clients, for example withdrawals or fund switches.
Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.

About you | Qualifications, skills and strengths

Minimum of Regulated Diploma in Financial Planning (CII) or equivalent
Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
Ability to work within defined business processes and to achieve agreed outcomes without supervision.
Ability to multi-task and to prioritise and plan own workload.
Strong IT skills.
Good report writing and communication skills.
A “can do” approach

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1 #LI-JJ1

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