Paraplanner

Recruitment Rebellion; Bristol; On-site; GBP 42,000 - 48,000; Full time

Job summary

A financial services company in Bristol is looking for an experienced Paraplanner to support one of their key financial planners. The ideal candidate will conduct detailed research and deliver exceptional client service. Responsibilities include investment analysis and preparing actionable financial planning recommendations. This role offers a competitive salary, annual bonus, and a clear path to career advancement in Paraplanning or Financial Planning.

Benefits

Competitive salary plus annual bonus

Company pension and life assurance

Enhanced maternity cover

Well-being programme including gym membership

Flexible working and work/life balance

Qualifications

• At least 2–3 years of strong paraplanning experience.
• Experience with cash-flow modelling and financial planning systems.
• Passion for accuracy and innovative thinking.

Responsibilities

• Conduct detailed research and investment analysis.
• Prepare actionable recommendations for financial planning cases.
• Deliver exceptional client service during meetings.

Skills

Attention to detail

Analytical skills

Excellent written and verbal communication skills

Problem-solving

Confidence in ownership of work

Education

Level 4 Diploma (DipPFS) or equivalent qualification

Tools

Cash-flow modelling systems

Financial planning systems

Job description

Paraplanner – Aspire Financial Planning, Bristol
£42,000–£47,500

Are you an experienced Paraplanner or Senior Paraplanner (DipPFS or Chartered)looking for a role where your expertise will be highly valued?

At Aspire Financial Planning we deliver clear and transparent financial advice whilst at the same time creating exceptional experiences for our clients. Based in Bristol's leafy Queens Square, we work with high-net-worth individuals and business owners, taking pride in every detail of our service, from consistent branding to meticulous planning and superior client care.

We are seeking a skilled paraplanner to support one of our key financial planners. If you enjoy challenging, varied cases, taking ownership of your work, and making a tangible impact on client outcomes, you could be the perfect fit. Whether you're seeking a refreshing change from a corporate environment or simply a career home where your skills are valued, this role is designed for you.

What we offer

• Competitive salary + annual bonus, with full exam support and a clear path to Senior Paraplanner or Chartered Planner.
• PMI, company pension, life assurance, and enhanced maternity cover.
• Financial planning services for staff, rewards scheme with shopping discounts, and a well-being programme including gym membership.
• Flexible working, work/life balance, and a supportive, collaborative team culture.
• Fantastic, regular social events, away days, and team-building activities.

The role

Working alongside a dedicated financial planner with full administrative support, you will be involved in every stage of the financial planning process. Key responsibilities include:

• Conducting detailed research, investment analysis, and report writing.
• Preparing clear, actionable recommendations across a wide range of financial planning cases.
• Delivering exceptional, hands‑on client service, attending client meetings via video and occasionally in person.
• Providing high‑level support to help your planner continue to grow assets under management.
• Taking ownership where your judgment, attention to detail, and analytical skills shine.
• Level 4 Diploma (DipPFS) or equivalent qualification.
• At least 2–3 years of strong paraplanning experience.
• Excellent written and verbal communication skills.
• Passion for accuracy, problem‑solving, and innovative thinking.
• Confidence to take ownership of your work and contribute independently.
• Experience with cash‑flow modelling and financial planning systems.

What were looking for

At Aspire, we invest in our people. Youll have the opportunity to progress along established pathways into Chartered Paraplanning or Financial Planning, supported by mentorship, training, and career development.

Ready to make your mark? Apply now and join a team that values expertise, curiosity, and client focus.

Were partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 30 days but may close early if a suitable candidate is found. Our process is fair and inclusive—if you require adjustments, let us know. Only shortlisted candidates will be contacted. Please ensure your CV is tailored and clearly demonstrates your experience and eligibility to work in the UK.