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.
We're looking for a motivated professional who enjoys working collaboratively and is eager to grow with us. You'll benefit from:
* Clear career progression
, with training, mentoring, and support to achieve Chartered status
* Flexibility and work-life balance
* A supportive team culture
, where inclusion, respect, and professional development come first
The role
You'll play a key part in supporting our financial planners through research, investment analysis, report writing, and preparing recommendations. Our client service is built on collaboration: you'll often work in a small team, and may be involved directly in client meetings to help deliver a hands-on and empathetic service.
What you bring
* CII Diploma in Financial Planning (or equivalent)
* Experience in independent financial services (ideally 3+ years)
* Strong analytical skills and confidence in financial modelling
* Excellent communication and attention to detail
* Familiarity with financial planning systems (back office, research, cash-flow modelling)
If you're passionate about financial planning and excited by the chance to develop your career in a team-oriented, supportive firm, we'd love to hear from you.
Pay range: £36,000.00-£47,500.00 per year
Additional pay: Bonus scheme
Benefits:
* Company pension
* Enhanced maternity leave
* Sick pay
* Parental leave
* Gym membershipCompany 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