Home-Based Paraplanner | Bristol / Birmingham

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 and 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

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.