Juice Recruitment is delighted to be supporting a highly regarded financial services organisation, with offices across the South West in their search for a skilled and detail-driven Paraplanner to join their growing team.

This is a fantastic opportunity for an experienced Paraplanner to become an integral part of a collaborative, forward-thinking business, where you will play a key role in supporting Financial Planners and delivering an outstanding client experience.

DAY TO DAY:

• Providing technical support to Financial Planners and assisting in formulating client advice.
• Conducting thorough research and analysis of investment funds and financial products.
• Preparing tailored financial plans, cashflow forecasts and recommendation reports.
• Drafting client documentation, including suitability reports, fund switch and encashment letters.
• Ensuring compliance with FCA regulations and company policies.
• Maintaining accurate client records and keeping up to date with industry knowledge.

WE WOULD LOVE TO SEE:

• Previous experience in a Paraplanning role within financial services.
• Strong technical knowledge with the Diploma in Regulated Financial Planning (DipPFS) as a minimum.
• Excellent attention to detail with strong research and report-writing skills.
• Confident communication and collaborative working style.
• A strong customer-focused approach with the ability to work to deadlines.

FOR YOU:

• A competitive salary and benefits package.
• Study support and CPD opportunities.
• A collaborative and inclusive culture, with modern offices in central Bath.
• The chance to grow your career within a forward-thinking financial services firm.

If you are an experienced Paraplanner seeking a fresh challenge within a dynamic and supportive team, we would love to hear from you.