Paraplanner

PARAPLANNER (BRISTOL – HYBRID)

COMPETITIVE SALARY, LEADING WEALTH MANAGEMENT FIRM, FLEXIBLE HYBRID WORKING

Increase your chances of an interview by reading the following overview of this role before making an application.

We are working with a leading National Wealth Manager, who are seeking an experiencedParaplannerto join their Bristol-based team.

This is a fantastic opportunity to join a highly respected and growing organisation where you’ll support a senior Financial Planner in delivering high-quality, client-focused financial planning solutions, within a collaborative and forward-thinking environment.

With a hybrid working model (minimum 1 day in the office, 4 days from home), this role offers both flexibility and strong career development opportunities.

What you'll be doing:

• Write detailed suitability reports across a wide range of financial products and advice areas
• Conduct technical research to support client recommendations
• Maintain accurate and compliant client records (KYC)
• Work closely with Financial Planners to deliver the right client outcomes
• Attend client meetings and support with cashflow modelling where required
• Manage your workload to meet deadlines and targets
• Ensure all work aligns with FCA regulations and internal compliance standards

What we're looking for:

• Proven paraplanning experience within an IFA or wealth management firm.
• Strong technical knowledge across financial planning products and complex cases
• Level 4 Diploma in Financial Planning (DipPFS) – essential
• Excellent communication, organisation, and stakeholder management skills
• A proactive approach with a desire to progress towards Chartered status
• Experience with Voyant Cashflow modelling

What's on offer:

• Competitive salary
• Private medical insurance & life assurance
• Generous pension contribution
• Hybrid working (1 day office / 4 days home)
• Generous holiday allowance with option to purchase more
• Inclusive, supportive, and collaborative team culture

This is a fantastic opportunity to join a firm that truly values its people, offers strong career progression, and provides the flexibility to thrive in a modern working environment. xwzovoh

Get in touch to find out more or apply today.