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Permanent

Junior Paraplanner

Bristol
money-bag 32000.00-32000.00 Annual
3086062686
Posted Today

Job Title: Junior ParaplannerIndustry: Financial PlanningLocation: Bristol (City Centre)Salary: up to £38,000Job Reference: 10132Job Description:This is a standout opportunity to join a growing Chartered Financial Planning firm as they establish their first dedicated Bristol office.The business already has an established client base across the South West and an existing presence locally, but this marks a significant investment into Bristol as a key location. You''ll be joining at an early stage, giving you real visibility and progression potential as the team builds out.They are looking for an experienced IFA Administrator who wants to progress into Paraplanning, with full support, structured training, and exam funding provided.You''ll play a key role in supporting Financial Planners and ensuring a high-quality client experience. Responsibilities include:Processing new business and managing Letters of AuthorityManaging adviser diaries and booking client meetingsPreparing documentation for client reviewsMaintaining and updating back-office systemsAssisting with suitability reportsAttending client meetings and supporting relationship managementCarrying out product and provider researchHandling general administrative duties including calls and correspondenceBenefits:Competitive salary of up to £38,00011% pension contribution (employer)Discretionary bonus4x DISEmployee Ownership TrustFull exam support and structured development planClear pathway into ParaplanningSkills and ..... full job details .....

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