Paraplanner

Financial Divisions; West of England; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Study support towards Chartered status

Progression opportunities

Job summary

Financial Divisions in Bristol is seeking an experienced Paraplanner to join a growing team. You will support Financial Planners with technical research, reports, and client documentation across pensions, investments, protection, and tax planning.

You’ll work on varied client cases, gain exposure to complex strategies, and benefit from strong progression and study support. This hybrid role suits someone who enjoys the technical side of financial planning and clear client communication.

Qualifications

• Level 4 Diploma in Financial Planning is required.
• Experience as paraplanner in wealth management or financial advice is essential.

Responsibilities

• Prepare accurate, well-written suitability reports explaining recommendations to clients.
• Conduct research into pensions, investments and protection to support adviser recommendations.
• Collaborate with Financial Planners on complex cases to develop suitable planning solutions.
• Use cashflow modelling to illustrate planning scenarios and client objectives.
• Review technical information and present findings clearly to advisers.
• Provide technical input on complex planning areas as a reference for advisers.
• Manage a varied caseload and ensure work is completed accurately and on time.

Skills

Paraplanning

Pensions

Investments

Tax planning

Education

Level 4 Diploma in Financial Planning

Tools

Cashflow modelling

Job description

Location: Bristol (Hybrid)

Salary: Up to £45,000 DOE

I’m working with a well-established Chartered independent financial planning business in Bristol that is looking to appoint an experienced Paraplanner to join its friendly and growing team.

This is a fantastic opportunity for someone who enjoys the technical side of financial planning and wants to work closely with experienced Financial Planners on a varied range of client cases.

My client genuinely invests in its people and offers excellent long-term progression with the business, making this a very strong career move for the right candidate.

The Opportunity

As a Paraplanner, you’ll play an important role in supporting the Financial Planners, providing technical research, analysis and high-quality client documentation to help deliver a first-class financial planning service.

You’ll be involved across a broad range of financial planning areas, including pensions, investments, protection, long-term care and inheritance tax planning, with the opportunity to gain exposure to more complex cases and planning strategies.

The Role

Your responsibilities will include:

• Preparing accurate, well-written suitability reports that clearly explain recommendations to clients.
• Carrying out research into pensions, investments, protection and other financial planning solutions to support adviser recommendations.
• Working alongside Financial Planners on more complex cases, helping to develop suitable and effective planning solutions.
• Using cashflow modelling to help illustrate different planning scenarios and support clients’ longer-term financial objectives.
• Reviewing and interpreting technical information, carrying out the necessary analysis and presenting findings clearly to the adviser.
• Providing technical input and guidance on more complex planning areas, acting as a point of reference for advisers when required.
• Taking ownership of a varied caseload, ensuring work is completed accurately, efficiently and within agreed timescales.

About You

Ideally, you’ll have previous experience in a Paraplanning or similar technical financial planning role, preferably within a wealth management or financial advice environment.

You’ll have a strong technical understanding across areas such as pensions, investments, protection, long-term care and inheritance tax, together with experience producing suitability reports and carrying out detailed research and analysis.

A Level 4 Diploma is Financial Planning is required for this role.

You’ll also need to be organised, analytical and comfortable managing multiple cases and deadlines, with strong written communication skills and the ability to turn technical information into clear, client-friendly documentation.

On Offer

• Salary up to £45,000 depending on experience
• Excellent list of benefits
• Opportunities for professional development and progression
• Full study support towards Chartered status

If you’re an experienced Paraplanner lacking support and structure in your current role, or are simply looking for a new challenge, this could be a very strong career move offering excellent opportunities for career progression.