Senior Paraplanner

Location: Bristol

Salary: £45,000–£55,000, depending on experience

Working pattern: 4.5 day week

The Role

An established and highly regarded independent financial planning firm is looking for an experienced Senior Paraplanner to join its team.

This role would suit a career paraplanner who enjoys the technical side of financial planning, working on complex cases and producing high-quality suitability reports. You will provide technical support to financial advisers and colleagues across the business, helping to maintain high standards of client advice.

The firm offers a supportive working environment, a compressed working week and opportunities to progress towards Chartered and Fellowship qualifications.

Key Responsibilities

• Provide senior paraplanning support and technical guidance to financial advisers.
• Prepare detailed suitability reports across pensions, investments and wider financial planning.
• Carry out complex technical research and financial analysis.
• Complete tax calculations, including Inheritance Tax and Capital Gains Tax.
• Review complex and higher-risk cases ahead of approval.
• Prepare client valuations, investment analysis and meeting documentation.
• Research and compare pension, investment and protection products.
• Undertake provider and product due diligence.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Process and monitor complex business through provider platforms where required.
• Liaise professionally with clients, providers and other professional contacts.

About You

The successful candidate will have:

• Extensive paraplanning experience, ideally within an independent financial planning firm.
• A minimum of the Level 4 Diploma in Financial Planning.
• Strong technical knowledge of pensions, investments, taxation and estate planning.
• Experience researching complex financial planning cases and interpreting legislation.
• Excellent report-writing, analytical and numerical skills.
• A high level of accuracy and attention to detail.
• The ability to manage workloads independently and meet competing deadlines.
• Strong IT skills, including Microsoft Word and Excel.

Experience with Intelligent Office or similar back-office systems, O&M, Selectapension and provider platforms would be beneficial.

A Pension Transfer Specialist qualification, such as G60, AF3 or AF7, would be highly desirable.

Salary and Benefits

• Salary of £45,000–£55,000, depending on experience.
• Performance-related bonus potential.
• Employer pension contribution of 8%.
• Group life cover and income protection, subject to acceptance and underwriting.
• 25 days' annual leave plus bank holidays.
• Option to purchase additional annual leave.
• Support towards Chartered and Fellowship qualifications.
• A professional, supportive working environment within an independently owned firm.