Paraplanner

Paraplanner

Based Bristol

Salary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme

Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service.

As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support.

This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience.

The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas.

This position is ideal for someone detail-focused, technically strong and confident working independently.

• Produce high-quality, compliant suitability reports
• Conduct detailed research across pensions, investments, IHT and retirement planning
• Analyse client information and prepare recommendations for the Advisers
• Maintain accurate and compliant records
• Prepare review reports, cashflow data and documentation for client meetings
• Liaise professionally with clients, providers and internal teams
• Ensure all advice aligns with the firm's regulatory requirements and risk standards
• Support ongoing advice processes including reviews, switches and servicing

The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process.

• Proven paraplanning experience
• High level of technical understanding across pensions, investments and protection
• Excellent attention to detail and accuracy
  
  Confident producing full suitability/recommendation reports
• Strong understanding of compliance requirements in a regulated environment

• 10% Employer Pension Contribution after 12 months
• Discretionary bonus scheme
• Full exam support toward Diploma or Chartered
• Supportive and collaborative team culture
• Opportunity to work closely with advisers in a pod system

Job Types: Full-time, Permanent

Pay: £40,000.00-£45,000.00 per year

Application question(s):

• Do you have Paraplanning experience within a wealth planning practice?

Work Location:

Hybrid remote in Bristol