Junior Paraplanner
North Bristol | Hybrid Flexibility | up to £36,000 An established Financial Planning firm in Bristol is looking to hire a Junior Paraplanner to support its growing team.
Job Reference
* Job Ref: 90590
* Location: Bristol
* Salary: £32,000 - £36,000 Per Annum
* Employment Type: Permanent
The Role
* Assisting with the preparation of suitability reports and recommendations
* Researching pensions, investments and protection solutions
* Obtaining provider information and illustrations
* Supporting Advisers and Paraplanners with client reviews
* Preparing meeting documentation and review packs
* Assisting with cashflow modelling and technical research
* Maintaining accurate client records and back‑office systems
What They’re Looking For
* Experience within a Financial Planning Administrator or Junior Paraplanner role
* Ideally 18 months+ experience within wealth management
* Progress towards CII exams advantageous
* Good understanding of pensions and investments
* Strong attention to detail and organisational skills
* Desire to develop into a fully‑fledged Paraplanner
Package
* Salary up to £36,000
* Study support available
* Free on‑site parkingPension, death‑in‑service & income protection
* Private medical cover
* 25 days holiday plus bank holidays
Working Pattern
* Office‑based initially to support training and development
* Typically around 6 months in the office before hybrid flexibility is introduced
* Long‑term option to reduce office attendance as experience develops
Apply today to be considered for this Junior Paraplanner opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector.
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