Paraplanner
Location: Bristol (must live within commutable distance for occasional office visits)
Salary: £35,000 – £45,000 + benefits
Reference: 9917


Recruit UK are working on an exciting opportunity for an experienced Paraplanner to join a highly respected financial planning firm with offices in Bristol.
This firm has a strong reputation for delivering tailored financial advice, with a collaborative environment that encourages professional growth. As a Senior Paraplanner, you’ll play a pivotal role in supporting advisers, ensuring clients receive exceptional service, and helping to shape quality advice.


Duties:
*Preparing and maintaining compliant client files
*Gathering and analysing detailed information to support financial planning recommendations
*Researching and drafting suitability reports across pensions, investments, and protection
*Attending client meetings (where required) and acting as a key point of contact
*Assisting in implementing recommendations and ensuring timely delivery of updates
*Staying up to date with legislative, technical, and product changes


What’s on offer:
*Salary: £35,000 – £45,000 (depending on experience & qualifications)
*Hybrid working (office visits once a week or so, depending on business needs / your location)
*21 days holiday (plus Christmas office closure / Bank Holiday)
*Exam funding & professional development support
*Free parking & company laptop
*4x Death in Service & Critical Illness Cover
About you:
*Diploma qualified (Level 4 minimum) with a commitment to further study (Chartered desirable)
*Minimum 2 years’ experience in Financial Services, ideally in a paraplanning capacity
*Strong technical knowledge, attention to detail, and confident communication skills
*Ability to work collaboratively with advisers, clients, and colleagues
*Highly organised, proactive, and solutions-focused


This is a fantastic opportunity to build a long-term career with a supportive firm that values both it’s clients and its people.