MUST BE BASED WITHIN 1 HR OF BRISTOL OR SWINDON
Paraplanner
Location: Bristol or Swindon (ideally visit weekly/bi-weekly)
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 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 (must live within an hour of the office for weekly or bi-weekly visits)
* 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.