PARAPLANNER (BRISTOL – HYBRID)
COMPETITIVE SALARY, LEADING WEALTH MANAGEMENT FIRM, FLEXIBLE HYBRID WORKING
We are working with a leading National Wealth Manager, who are seeking an experienced Paraplanner to join their Bristol-based team.
This is a fantastic opportunity to join a highly respected and growing organisation where you’ll support a senior Financial Planner in delivering high-quality, client-focused financial planning solutions, within a collaborative and forward-thinking environment.
With a hybrid working model (minimum 1 day in the office, 4 days from home), this role offers both flexibility and strong career development opportunities.
What you'll be doing:
* Write detailed suitability reports across a wide range of financial products and advice areas
* Conduct technical research to support client recommendations
* Maintain accurate and compliant client records (KYC)
* Work closely with Financial Planners to deliver the right client outcomes
* Attend client meetings and support with cashflow modelling where required
* Manage your workload to meet deadlines and targets
* Ensure all work aligns with FCA regulations and internal compliance standards
What we're looking for:
* Proven paraplanning experience within an IFA or wealth management firm.
* Strong technical knowledge across financial planning products and complex cases
* Level 4 Diploma in Financial Planning (DipPFS) – essential
* Excellent communication, organisation, and stakeholder management skills
* A proactive approach with a desire to progress towards Chartered status
* Experience with Voyant Cashflow modelling
What's on offer:
* Competitive salary
* Private medical insurance & life assurance
* Generous pension contribution
* Hybrid working (1 day office / 4 days home)
* Generous holiday allowance with option to purchase more
* Inclusive, supportive, and collaborative team culture
This is a fantastic opportunity to join a firm that truly values its people, offers strong career progression, and provides the flexibility to thrive in a modern working environment.
Get in touch to find out more or apply today.