Job Description

                Location
Bath
 Salary Competitive TypePermanent WorkplaceOn-Site Ref89883 Recruiter 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...

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