Paraplanner

Paraplanner


📍Location: Bristol

💼 Department: Advisory Operations

📅 Type: Permanent, Full-Time

🌐 Working Style: Hybrid


Join a fast-growing wealth management group that’s reshaping the industry.

This organisation is expanding rapidly through strategic acquisitions, offering a unique blend of start-up energy and the stability of private equity backing. It’s an exciting time to be part of a team that’s driving innovation across the wealth value chain—from financial planning and investment management to platform, trading, and custody services.


About the Role

My client is looking for a skilled Paraplanner to support Financial Planners in delivering high-quality, compliant advice to clients. You’ll play a key role in research, report writing, and ensuring recommendations align with client needs and regulatory standards.


Key Responsibilities

* Draft suitability reports in line with compliance and departmental standards.
* Collaborate with Financial Planners to ensure complete and accurate client information.
* Interpret meeting notes and prepare tailored recommendations.
* Provide technical guidance to advisers to support good consumer outcomes.
* Maintain accurate workflow records and case files.
* Conduct research and analysis on existing policies and schemes.
* Support the processing of new business linked to your cases.
* Stay up to date with industry knowledge and regulatory changes.

As a Paraplanner our client is looking for:

* Experience in a Paraplanning role within a similar environment.
* Strong technical knowledge, ideally with a Diploma in Financial Planning (or working towards).
* Excellent communication, analytical, and time management skills.
* Ability to work independently and as part of a collaborative team.
* High attention to detail and a commitment to delivering quality outcomes.


Benefits Include:

* Competitive salary
* Private Medical Insurance (post-probation)
* Generous Pension Scheme (7.5% employer contribution)
* 25 days annual leave (plus buy/sell up to 5 days)
* Office closure over Christmas (3 days)
* Life Assurance & Health Cash Plan
* Hybrid working model
* Discretionary performance bonus
* Employee Assistance Programme
* Complimentary lunch and snacks in the Bristol office
* A wide range of flexible benefits to suit your lifestyle