Paraplanner - Bristol 12 Month FTC

Job description

Location: Bristol hybrid [3 days per week] Reports to: Client Services & Operations Manager SMCR Function: Certified Role: Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible. What's on offer at Ascot Lloyd? What does Paraplanning look like at Ascot Lloyd? 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. - Skills accelerator: Ascot Lloyd counts as one of the UK's fastest-growing national firms. A chance to work autonomously and strive for excellence in a high growth environment. - Support to Succeed:...