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Home-Based Paraplanner | Bristol / Birmingham
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A well-established UK wealth management business with over 30 years in the market is looking for an experienced Paraplanner to join its Wealth Planning division in a predominantly remote role.
- Home-based role, providing excellent flexibility and autonomy
- Supporting allocated advisers on holistic financial planning across investments, retirement, tax, estate planning, and protection
- Involvement throughout the full advice process, including technical analysis, research, and suitability report writing
- Just 2 days per month required in either the Bristol or Birmingham office, with travel fully expensed by the company
- Salary of £46,000 – £48,000 + discretionary bonus, based on individual, team, and overall business performance
- Strong benefits package including Bupa private healthcare, income protection, life assurance, private dental cover + Generous pension – 6% employer / 3% employee initially, increasing to 10% employer / 5.3% employee after six months
- Open to career Paraplanners as well as those who may want to progress into Financial Advice in the future
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They're looking for a Level 4 Diploma qualified Paraplanner, who has a good understanding of the financial planning and paraplanning process and would enjoy working within a collaborative, relationship-led wealth management environment.
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