Spec Recruitment
Bristol, UK
18 Sep 2019
26 Sep 2019
Contract Type
Full Time
Do you have paraplanning experience? If so, we want to hear from you!

Our successful client, a professional wealth management company is seeking a Paraplanner to join their small and tight-knit team on a full-time permanent basis.

Salary: £18,000-£24,000k

Location: Bristol

Contract: Permanent

Hours: Full time


To provide clients with a professional and seamless ongoing financial planning experience.

Job Description:

• Oversee all administrative duties

• Deal with existing clients and new business

• Communicate with clients via email, phone, letters and reports

• Draft compliant suitability letters/reports

• Undertake investment research and cash flow analysis

• Organise client reviews along with the review packs including essential documents i.e. performance information, capital gains tax etc

• Assist with marketing initiatives

• Responsible for all operating functions of the investment platform including placing investment trades

• Ensure accurate record keeping of client data

• Complete fact-find and risk questionnaires with clients and verify information with regards to their circumstances, identify and query gaps

• Prepare quotes and illustrations from platforms and providers


• Educated to degree level

• Have a complete understanding of the paraplanning role and how it fits into financial planning

• Proficient in the use of Word, Pages & Excel

• Possess strong mathematical skills

• First class written and oral communication skills

• Very well presented and professional

• Excellent telephone manner and the ability to chat to clients and build relationships

• Strong organisational skills

• An optimistic and positive attitude

• Willingness to learn and adapt to new initiatives

• Happy to work as part of a small team, where even the bosses make the tea when required!

If you have previous paraplanning or office administrative experience and are a quick learner, then this role may be ideal for you, please submit your CV today.

Spec Recruitment:

The team at Spec Recruitment are a passionate, dedicated and unique team of experienced recruitment consultants who genuinely love what they do! They aim to make your job search simple and pride themselves on standing out by bringing a personal and unique touch to recruitment. When Spec Recruitment receive your application, they will also consider whether there are other opportunities that may interest you, but feel free to apply for all roles that suit your needs. Please note, Spec Recruitment is acting as an Employment Agency in relation to this vacancy.
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