* Job Ref: 90532
* Location: Bristol
* Salary: £30,000 - £36,000 per annum
* Employment Type: Permanent
Trainee Paraplanner
Hybrid Working | Bristol Office
Up to £36,000 + Bonus + Study Support
A growing national financial planning firm is looking to add a Trainee Paraplanner to its expanding paraplanning team following continued growth.
This is an excellent opportunity for someone currently working within financial services administration, adviser support, or a junior paraplanning position who is looking to build a long‑term career within financial planning.
You’ll join a collaborative and supportive team environment where you’ll receive hands‑on exposure across pensions, investments, protection, annual reviews, and suitability reporting, alongside structured development and progression into a full paraplanning role.
The Role
Working closely with experienced Paraplanners and Financial Planners, you’ll support the wider advice process through:
* Assisting with suitability reports and recommendation letters
* Supporting annual review preparation
* Conducting research across pensions, investments, and protection products
* Preparing valuations, illustrations, and provider information
* Supporting client meeting preparation and follow‑up actions
* Maintaining accurate client records and compliance documentation
* Assisting with cashflow modelling and financial planning support
This business is investing heavily into its paraplanning function and can offer genuine long‑term progression, with clear pathways into Paraplanner and senior technical positions as your experience develops.
What They’re Looking For
* Experience within a UK financial planning or advisory environment
* Background in administration, adviser support, or similar
* Strong communication and organisational skills
* Good understanding of pensions, ISAs, investments, and protection products
* A genuine interest in progressing within paraplanning
* Studying towards, or interested in studying towards, the Diploma in Regulated Financial Planning
Additional Information
* Hybrid working arrangement
* Structured mentoring and development
* Study support provided
* Annual bonus scheme
* Strong progression opportunities with no requirement to wait for vacancies internally
* Supportive and fast‑growing business environment
This is a fantastic opportunity to join a firm going through an exciting period of growth, offering long‑term progression, flexibility, and exposure to a wide range of financial planning work.
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