Job Description
Paraplanner
Based Bristol
Salary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme
About the Opportunity
Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service.
As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support.
This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience.
The Role
The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas.
This position is ideal for someone detail-focused, technically strong and confident working independently
Key Responsibilities
Produce high-quality, compliant suitability reports
Conduct detailed research across pensions, investments, IHT and retirement planning
Analyse client information and prepare recommendations for the Advisers
Maintain accurate and compliant records
Prepare review reports, cashflow data and documentation for client meetings
Liaise professionally with clients, providers and internal teams
Ensure all advice aligns with the firms' regulatory requirements and risk standards
Support ongoing advice processes including reviews, switches and servicing
About You
The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process.
Essential Skills & Experience
Proven paraplanning experience
High level of technical understanding across pensions, investments and protection
Excellent attention to detail and accuracy
Confident producing full suitability/recommendation reports
Strong understanding of compliance requirements in a regulated environment
What Our Client Offers
10% Employer Pension Contribution after 12 months
Discretionary bonus scheme
Full exam support toward Diploma or Chartered
Supportive and collaborative team culture
Opportunity to work closely with advisers in a pod system
Please apply to find out more!
Job Types: Full-time, Permanent
Pay: £40,000.00-£45,000.00 per year
Application question(s):
- Do you have Paraplanning experience within a wealth planning practice?
Work Location: Hybrid remote in Bristol
