Looking for Your Next Step in Paraplanning? This Could Be the Role That Transforms Your Career
An ambitious and people-focused financial planning firm is on the lookout for a talented Paraplanner to join its growing team.
This hybrid opportunity offers more than just a job-it's a chance to be part of something exciting, where professional development, collaboration, and high-quality advice go hand in hand. With a strong track record of growth and innovation, including involvement in M&A activity, the firm offers a dynamic environment where experienced professionals can thrive, feel valued, and make a real impact.
Hybrid - with office in Greater Bristol
Salary up to £46,000
Benefits: Flexible working, generous holiday, continuous professional development, and exposure to complex planning cases
What Makes This Role Stand Out:
Work alongside experienced Financial Planners to deliver truly personalised, high-quality advice
Be part of a forward-thinking team that values your technical insight and attention to detail
Contribute to a modern, evolving business with the freedom to help shape best practices
Enjoy the flexibility of hybrid working, with support, structure, and autonomy
What You'll Be Doing:
Writing clear, well-researched, and compliant suitability reports across pensions, investments, protection, and estate planning
Supporting the delivery of client annual reviews, including Annual Suitability Assessments
Conducting in-depth technical research into funds, products, and planning strategies
Liaising with providers to gather policy details, valuations, and supporting documentation
Preparing Financial Planners for client meetings and handling follow-up tasks
Ensuring all client records are accurate and compliant with FCA and internal standards
Collaborating with advisers, investment teams, and compliance colleagues to deliver seamless service
Helping refine paraplanning processes and templates as the business continues to grow
What They're Looking For:
Experience as a Paraplanner within a UK financial planning or wealth management firm
Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
Broad knowledge of financial products
Ready to Step into a Role Where You're Truly Valued?
For Paraplanners who are ready for a fresh challenge, this is an ideal opportunity to grow, contribute, and shine. Whether you're looking for more variety, greater autonomy, or a team that genuinely appreciates your expertise-this could be your perfect next move.