Associate Paraplanner - Hybrid Working

mbf; West of England; Hybrid; GBP 25,000 - 40,000; Full time

Benefits offered by this job

Life assurance

Private medical insurance

Discretionary annual bonus

Full support for professional qualifications

Hybrid working arrangement (3 days office / 2 days home)

Job summary

A respected wealth management firm in Bristol is seeking an Associate Paraplanner. This role involves assisting with suitability reports, conducting research, and gaining hands-on paraplanning experience. Ideal for a trainee or IFA administrator wanting to progress to a fully qualified paraplanner. Competitive salary of £25,000 - £40,000 along with life assurance, private medical insurance, and support for professional qualifications.

Qualifications

• Some experience in paraplanning, IFA administration, or related financial services role.
• Completion of a few relevant RO exams or equivalent knowledge.
• Strong interest in progressing to achieve the Diploma in Financial Planning.

Responsibilities

• Assist with the preparation of suitability reports and other paraplanning tasks.
• Conduct research to support financial planning recommendations.
• Work under the guidance of senior paraplanners.

Skills

Strong interest in financial planning

Good communication skills

Attention to detail

Motivated and eager to learn

Team player

Education

Completion of relevant RO exams or equivalent knowledge

Job description

Overview

A respected wealth management firm is looking for an Associate Paraplanner to join their growing team in Bristol. This is a fantastic opportunity for a trainee paraplanner or an IFA administrator keen to develop their career and gain hands-on paraplanning experience. Hybrid working arrangement (3 days office / 2 days home).

The Role

You will undertake lower-level paraplanning duties while working closely with senior paraplanners to support Financial Advisers and provide an exceptional service to clients. This role is ideal if you have some knowledge of financial planning and are motivated to progress towards becoming a fully qualified paraplanner.

Key Responsibilities

• Assist with the preparation of suitability reports and other paraplanning tasks
• Conduct research to support financial planning recommendations
• Work under the guidance of senior paraplanners to develop your technical skills
• Liaise with Advisers, clients, and providers as part of the service process
• Maintain accurate records and ensure compliance with internal procedures

Requirements

• Some experience in paraplanning, IFA administration, or related financial services role
• Completion of a few relevant RO exams or equivalent knowledge
• Strong interest in progressing to achieve the Diploma in Financial Planning
• Good communication skills and attention to detail
• Motivated, eager to learn, and a team player

Salary & Benefits

• £25,000 - £40,000 per annum (dependent on experience)
• Life assurance and private medical insurance
• Discretionary annual bonus
• Full support for professional qualifications
• Hybrid working arrangement (3 days office / 2 days home)

Job Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance