Paraplanner (Blue Wealth)

Westbury on Trym, Bristol BS9 3QA, UK

Blue Wealth

Job Description

The opportunity for an experienced career Paraplanner to join a growing life centred financial planning firm, in our award-winning Paraplanning team.


Responsibilities


  • Working within our award-winning Paraplanning team, supporting our Financial Planners with the delivery of comprehensive financial planning to our clients

  • Undertake technical research, prepare financial planning recommendations, and implement agreed plans

  • Liaising with the planning team, clients, and providers where necessary

  • Analysis of personal client data and preparation of financial plans (including cashflow forecasting)

  • Analysis of products and underlying investment strategies

  • File preparation for Annual Planning Meetings with clients and action any remedial work required following review

  • Maintaining client files

  • Ensure all regulatory and compliance standards are achieved

  • Assisting and contributing to the ongoing development of best practice for processes within the firm

  • Ensuring the best interests of our clients are at the heart of everything you do.


Skills & Experience


  • At least 2 years’ experience in a Paraplanning role

  • A high level of technical knowledge and good knowledge and experience in all areas of financial planning

  • Advanced Diploma in Financial Planning/Chartered Financial Planner

  • Competent in writing technical suitability reports and able to assimilate complex technical information into a format that is understandable for clients

  • Competent user of Microsoft Office applications Word, Excel, Outlook & Teams

  • Highly organised, analytical and is able to prioritise workloads to achieve deadlines

  • A positive attitude and able to work efficiently with minimum supervision, or as part of the team as required

  • Experience in using the following would be beneficial:

o FE Analytics

o Cashflow forecasting software (Voyant would be preferable, but training can be provided)

  • Excellent communication skills, both verbal and written


Benefits


  • Salary £35,000 - £45,000

  • Discretionary bonus of up to 12%

  • 26 days holiday

  • Workplace Pension with an 8% non-contributory employer contribution

  • Death-in-service scheme

  • Group Income Protection scheme

  • Group Health Cash Plan

  • The opportunity to join a friendly, established, forward thinking business in an open working environment and a supportive team that focuses on learning and development

  • Exam Support


Contact


In the first instance, please send your CV to nathan.jones@bluewealth.co.uk