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Client Overview: A reputable firm of Chartered Financial Planners, located in South Bristol, is seeking a full-time Junior Paraplanner to join their office-based Adviser Support team. This firm has grown organically, driven solely by their commitment to providing professional financial advice and maintaining client satisfaction. Job Description: We are seeking a full-time Junior Paraplanner to support the office-based Adviser Support team. In this role, you will provide essential administrative and technical support to ensure the accuracy and efficiency of the firm's financial advice process. Key Responsibilities: Provide administrative support to Advisers and technical assistance to other staff members Compile recommendation paperwork, including writing suitability reports Produce tax calculations (e.g., Inheritance Tax, Capital Gains Tax) Prepare client valuations and source fund/investment information Maintain client and research records in compliance with procedures and policies Undertake product research, analysis, and due diligence checks Liaise with clients, providers, and professional connections via phone and written correspondence Submit new business via online systems, chase as necessary, and verify work carried out by providers Ensure documents are prepared ahead of client meetings Requirements: Experience in an office environment Excellent telephone manner and interpersonal skills Keen attention to detail and strong written English skills Sound numerical skills and ability to multitask effectively Critical thinking and problem-solving abilities Strong command of IT, including Office365 (Word, Excel, Teams) Working knowledge of investments, pensions, and tax Diploma-level qualifications preferred Experience with Intelligent Office or similar back office systems Familiarity with O&M, Selectapension, and provider systems Benefits: Highly competitive salary with bonus potential Non-contributory pension scheme (8% employer contribution) Group life cover and group PHI 25 days holiday per year plus Bank Holidays