Paraplanner
Bristol
Up to £45,000
Hybrid Working
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We’re working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Bristol.
As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available.


The Role

You’ll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process.


What We’re Looking For

*Minimum 3 years’ experience in a paraplanning or technical support role
*Level 4 Diploma qualified (Part-qualified considered if majority of the way there to completion. Chartered status is a bonus but not essential)
*Strong report writing, research, and analytical skills
*Comfortable working across multiple platforms and systems
*Able to work independently and manage deadlines confidently


Working Model

*Hybrid setup – typically 3 days in the office, with flexibility depending on experience and team needs
*Supportive, forward-thinking culture with scope to grow as the team expands


Package

*Up to £45,000 basic salary
*Benefits package and career development opportunities within a national firm


If you’re an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit.
Let me know if you’d like to discuss the opportunity further or be considered.