Paraplanner

IDEX Consulting; Bristol; On-site; GBP 46,000 - 55,000; Full time

Job summary

A reputable independent wealth management firm in Bristol is seeking a Senior Paraplanner to join their team. The firm offers outstanding staff development, a clear career progression path, and hybrid working arrangements. Candidates should possess a Level 4 Diploma in Financial Planning and have strong paraplanning experience. The role provides a salary up to £55,000 plus discretionary bonus and other benefits.

Benefits

Salary up to £55,000 plus discretionary bonus

Up to 30 days holiday plus bank holidays

Hybrid/flexible working arrangements

Private medical insurance

Supportive team environment

Qualifications

• Level 4 Diploma in Financial Planning or equivalent required.
• Local to Bristol or within commutable distance.
• Strong technical knowledge and experience in paraplanning role.

Responsibilities

• Prepare comprehensive documentation ahead of report writing stages.
• Use modern financial planning tools to develop accurate, client-focused solutions.
• Produce high-quality, compliant suitability reports.
• Ensure all advice is delivered in line with FCA regulations.
• Collaborate closely with Advisers to gather detailed client information.

Skills

Technical knowledge in paraplanning

Client-focused solutions

Regulatory compliance

Education

Level 4 Diploma in Financial Planning

Job description

I'm currently working with a highly regarded and long-established independent wealth management firm in Bristol, who are looking to appoint both a Senior Paraplanner and a Mid-Level Paraplanner to join their growing team.
This business is known for its outstanding reputation and genuine commitment to staff development. Whether you're looking to move into an Advisory role or progress further within paraplanning and technical support, they offer a clear, supported pathway tailored to your career aspirations.

Key Responsibilities:

• Prepare comprehensive documentation ahead of report writing stages
• Use modern financial planning tools to develop accurate, client-focused solutions
• Produce high-quality, compliant suitability reports
• Ensure all advice is delivered in line with FCA regulations
• Collaborate closely with Advisers to gather detailed client information

What's on Offer:

• Salary up to £55,000 plus discretionary bonus
• Up to 30 days holiday, plus bank holidays and your birthday off
• Hybrid/flexible working arrangements
• Private medical insurance and a healthcare cash plan
• Supportive, collaborative team environment with genuine progression opportunities

Requirements:

• Level 4 Diploma in Financial Planning (or equivalent)
• Local to Bristol or within commutable distance
• Strong technical knowledge and experience in a paraplanning role

If you're ready to take the next step in your career with a firm that truly values its people, get in touch today. Send your CV to [e-mail] to find out more.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.