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| Job Location | Bristol |
| Education | Not Mentioned |
| Salary | 30,000 - 40,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time or part-time |
An IFA firm in Bristol is looking to hire a Senior Paraplanner to work in collaboration with the Financial Planners, in particular the CEO and MD of the business. The key focus of the role is to provide technical support and report writing services for planningand advisory client work.ResponsibilitiesThe ideal candidate will have a broad range of experience in investments, pension and protection, plus Trust, IHT, cashflow and taxation planning.The role will include client risk assessments, research, analysis and product selection, within the remit of financial advisory services. For clients that have more complex planning needs, a holistic plan of ongoing solutions will need to be determined betweenyourself and the Adviser.Other responsibilities within the position are the ISA top up/bed & ISA/CGT harvest that can all be managed through platform, but will require timely, clear and effective communication. Similarly, advised drawdown clients, requiring changes to income, ad hocFAD withdrawals and income sustainability checks will also form part of the ongoing adviser support.Relevant Skills and Knowledge