The Aspire Partnership LLP is an award-winning team of independent financial planners in Bristol. We pride ourselves on offering clear, transparent advice to help people feel secure and confident about their financial futures. From first-time investors to those preparing for retirement, we deliver personalised solutions that truly make a difference.
Trainee Paraplanner / IFA Administrator – Career Development Opportunity
Are you an experienced IFA Administrator who's ready to take the next step towards paraplanning?
We're looking for someone motivated, collaborative, who is eager to grow with us. You'll benefit from:
* Clear career progression, with training, mentoring, and support to achieve Diploma status
* A supportive, friendly office-based environment where your ideas and input are valued.
* Opportunities to learn directly from an experienced Paraplanner.
* Flexible working arrangements to help you balance life and career.
* Regular team activities and social events – we work hard, but we also enjoy what we do.
About the role
You'll be working closely with a Financial Planner and clients, helping to prepare for meetings, carry out research, draft financial reports, and ensure our recommendations are implemented smoothly. You'll be an integral part of the client journey – supporting them with professionalism, care, and attention to detail.
Your development
We'll support you with professional qualifications (Diploma and advanced level) and provide a clear path to becoming a Paraplanner. Mentoring and study support are part of the package, so you'll always feel guided in your progress.
What we're looking for
* Strong numeracy and excellent attention to detail.
* A high standard of written English and strong organisational skills.
* At least 1 year's experience in an IFA practice.
* Some progress towards CII Diploma (or equivalent) and good knowledge of pensions, investments, and FCA rules.
* A positive, proactive approach, with confidence in using financial planning systems (including lifetime cash-flow tools).
We welcome applications from people of all backgrounds and experiences. If you're excited about the role but don't meet every requirement, we'd still love to hear from you.
Salary & benefits
* Up to £37,500 depending on experience and qualifications.
* Bonus scheme
* Central Bristol office with good transport links.
* Full-time, permanent role.
Benefits:
* Company pension
* Enhanced maternity leave
* Sick pay
* Parental leave
* Gym membership
* Health & wellbeing programme
* Life insurance
* Private medical insurance
* Referral programme
* Company trips and social events
* Store discounts
* Office perks