Paraplanner

Ortus PSR Ltd.; Bristol; On-site; GBP 46,000; Full time

Job summary

An ambitious financial planning firm in Greater Bristol is seeking a talented Paraplanner. This hybrid role offers a dynamic environment for professional development, collaboration, and high-quality advice. You will contribute by preparing suitability reports, conducting research, and ensuring compliance, all while being part of a valued team.

Benefits

Flexible working

Generous holiday

Continuous professional development

Exposure to complex planning cases

Qualifications

• Experience as a Paraplanner within a UK financial planning or wealth management firm.
• Broad knowledge of financial products.

Responsibilities

• Writing clear, well-researched, and compliant suitability reports across pensions, investments, protection, and estate planning.
• Supporting the delivery of client annual reviews, including Annual Suitability Assessments.
• Conducting in-depth technical research into funds, products, and planning strategies.

Skills

Attention to Detail

Technical Insight

Communication

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Looking for Your Next Step in Paraplanning? This Could Be the Role That Transforms Your Career

An ambitious and people-focused financial planning firm is on the lookout for a talented Paraplanner to join its growing team.

This hybrid opportunity offers more than just a job—it’s a chance to be part of something exciting, where professional development, collaboration, and high-quality advice go hand in hand. With a strong track record of growth and innovation, including involvement in M&A activity, the firm offers a dynamic environment where experienced professionals can thrive, feel valued, and make a real impact.

Hybrid – with office in Greater Bristol

Salary up to £46,000

Benefits: Flexible working, generous holiday, continuous professional development, and exposure to complex planning cases

What Makes This Role Stand Out:

Work alongside experienced Financial Planners to deliver truly personalised, high-quality advice

Be part of a forward-thinking team that values your technical insight and attention to detail

Contribute to a modern, evolving business with the freedom to help shape best practices

Enjoy the flexibility of hybrid working, with support, structure, and autonomy

What You’ll Be Doing:

Writing clear, well-researched, and compliant suitability reports across pensions, investments, protection, and estate planning

Supporting the delivery of client annual reviews, including Annual Suitability Assessments

Conducting in-depth technical research into funds, products, and planning strategies

Liaising with providers to gather policy details, valuations, and supporting documentation

Preparing Financial Planners for client meetings and handling follow-up tasks

Ensuring all client records are accurate and compliant with FCA and internal standards

Collaborating with advisers, investment teams, and compliance colleagues to deliver seamless service

Helping refine paraplanning processes and templates as the business continues to grow

What They’re Looking For:

Experience as a Paraplanner within a UK financial planning or wealth management firm

Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)

Broad knowledge of financial products

Ready to Step into a Role Where You’re Truly Valued?

For Paraplanners who are ready for a fresh challenge, this is an ideal opportunity to grow, contribute, and shine. Whether you're looking for more variety, greater autonomy, or a team that genuinely appreciates your expertise—this could be your perfect next move.