Sophisticated Recruitment are working with a large Financial Advisory firm to hire a Paraplanner on a hybrid Basis. The successful candidate will be able to split their working hours between home and the office in Bristol. Overview To provide a complete research and report writing support service for Financial Planners (Advisers), aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package.

To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements. To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given. Assist in the interpretation of the advisers client meeting and prepare suitable recommendations with a high level of accuracy and care.

Provide guidance to advisers on aspects of specific cases to support good consumer outcomes. To obtain data for existing policies/s...