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360 Resourcing Solutions Logo 360 Resourcing Solutions · Finance

Paraplanner

United Kingdom, Bristol · Job Posted May 27, 2026
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Job Description

The Paraplanning function provides critical support to the Advice team by ensuring high-quality research, analysis, and suitability reporting. You will contribute to delivering consistent, compliant, and proactive client service while supporting Treating Customers Fairly (TCF) and Consumer Duty obligations.

Job Responsibility

  • Deliver timely, high-quality paraplanning support including research, analysis, and suitability reports
  • Support Financial Advisers by preparing pre-meeting documents, analysing products, charges, tax implications, and risk profiles
  • Build strong partnerships with Advisers, refining recommendations collaboratively
  • Drive excellence by identifying opportunities to improve processes and client outcomes
  • Maintain accurate records within Intelligent Office and adhere to agreed timescales

Requirements

  • Financial Planning Diploma qualified (or equivalent)
  • Strong experience in end-to-end paraplanning
  • Excellent communication, written and verbal
  • High attention to detail and strong organisational skills
  • Ability to personalise suitability reports beyond templated wording
  • Integrity, professionalism, and adherence to Consumer Duty
  • Research tools experience such as Selectapension, FE Analytics, Iress/Exchange, Voyant/FinCalc, and Dynamic Planner
  • Understanding of centralised investment propositions including model portfolios and DFMs
  • Strong MS Office skills
  • Clear communication
  • Strong attention to detail
  • Ability to prioritise workload
  • Client confidentiality
  • Strong adherence to policies and compliance requirements
  • Demonstrable experience in paraplanning
  • Strong understanding of the advisory process
  • Experience working with Intelligent Office preferred
  • Level 4 Diploma in Financial Planning (ideal but not essential)
  • Commitment to ongoing CPD

Nice to have

  • Experience working with Intelligent Office preferred
  • Level 4 Diploma in Financial Planning (ideal but not essential)

What we offer

  • Skills accelerator
  • Support to Succeed through in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave
  • Corporate pension
  • Private medical
  • Life assurance
  • Critical illness cover
  • Electric car salary sacrifice
  • Paid time off for celebrations and volunteering
  • Discounted Ascot Lloyd financial advice for employees
  • Enhanced parental leave
  • Performance bonuses
  • Long-term incentives
  • Length-of-service awards
  • Values recognition
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