Paraplanner

Paraplanner

Location: Bristol (Hybrid - 3 days from home)

Salary: up to £55,000

Job Reference: 9834

About the Company

Recruit UK is proud to be working in partnership with a growing, forward-thinking financial services firm at the forefront of the wealth management and investment platform sector. The firm provides innovative, integrated solutions to private clients, advisers, and institutions, and is now seeking a motivated, detail-oriented Paraplanner to join its dynamic Bristol team.

This is an exciting opportunity for a diploma-qualified paraplanner to work in a fast-paced, client-focused environment where your expertise will directly contribute to the company's continued success and outstanding reputation.

Why Join This Firm?

• Be part of an ambitious, growing organisation.
• Join a supportive, collaborative team culture.
• Competitive salary, discretionary bonus, and flexible benefits.
• Hybrid working model (3 days from home).
• Clear career progression pathway; potential to move into advising within 18 months.

Key Responsibilities:

• Draft suitability reports and provide research support to advisers.
• Liaise closely with Financial Planners to ensure all advice is accurate and compliant.
• Interpret adviser meeting notes and prepare tailored recommendations.
• Conduct in-depth product and provider research.
• Maintain accurate records, workflows, and compliance documentation.
• Support advisers with technical queries to ensure quality client outcomes.
• Manage your caseload efficiently while meeting report and advice output targets.
• Assist with processing new business and producing supporting documentation.

About You:

• Experienced Paraplanner.
• Diploma-qualified in Financial Planning (or working toward Chartered status).
• Strong analytical and research skills with exceptional attention to detail.
• Proficient with financial planning software and systems.
• Excellent communicator and team player.
• Highly organised and able to prioritise under pressure.

Benefits:

• Competitive salary and discretionary performance bonus.
• Employer pension contribution of 7.5% (minimum 3% employee).
• 25 days annual leave + public holidays.
• Option to buy/sell up to 5 days of annual leave.
• Office closure over Christmas (3 additional days).
• Private medical insurance, life cover, and income protection.
• Further education and professional training support.
• 2 paid volunteer days per year.
• Confidential Employee Assistance Programme.
• Hybrid and flexible working options.
• A comprehensive benefits package tailored to your lifestyle.