Job Description
Paraplanner | Salary Negotiable | Bristol / Hybrid
Are you a detail-driven Paraplanner with a passion for high-quality financial planning?
Join a respected, forward-thinking wealth management firm known for delivering bespoke financial advice to high-net-worth individuals. You'll play a key role in supporting experienced Financial Planners with research, analysis, and complex report writing. Expect a collaborative culture, exposure to diverse planning scenarios, and opportunities for progression.
What you'll bring:
✔ CII PFS Diploma (or working towards it)
✔ Experience in an advisory or investment management setting
✔ A sharp eye for detail and top-tier problem-solving skills
✔ Strong communication and tech-savviness
This is more than a Paraplanner role—it's a career move.
Apply now and let's talk about your future.
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