Top Tech Jobs & Startup Jobs in Bristol

The Senior Paraplanner will draft suitability reports, assist in client meetings interpretation, ensure compliance and data quality, manage workflows, and provide training support for the team. They will maintain technical knowledge and identify process improvements.

The Paraplanner will support Financial Planners by drafting suitability reports, ensuring compliance, managing workloads, and providing client recommendations based on thorough research and analysis. The role focuses on maintaining high standards in customer experience and adherence to regulatory guidelines.

The Client Support Manager is responsible for leading and managing a client administration team, ensuring high service standards and adherence to operational excellence. The role includes coaching team members, fostering a supportive culture, overseeing client record management, and driving process improvements. Building relationships with various stakeholders is also key to the role.