Paraplanner - hybrid working

ZipRecruiter; Bristol; Hybrid; GBP 35,000 - 47,000; Full time

Job summary

A leading wealth management firm in Bristol is seeking an experienced Paraplanner to join its supportive team. This role involves producing detailed reports and conducting research, contributing to the firm’s commitment to professional development and client satisfaction. With a competitive salary and benefits package, this position offers excellent career progression for a qualified candidate.

Benefits

28 days holiday plus bank holidays

Life assurance

Private Medical Insurance

Excellent pension scheme

Dental cover

Discretionary annual bonus

Full exam support towards professional qualifications

Qualifications

• Previous experience as a Paraplanner in financial planning.
• Level 4 Diploma or close to completion required.
• Strong technical understanding of financial products.

Responsibilities

• Produce suitability reports for financial advice.
• Conduct research and analysis for planning recommendations.
• Liaise with advisers and clients for seamless service.

Skills

Technical knowledge across pensions

Technical knowledge across investments

Technical knowledge across protection

Excellent written communication skills

Excellent verbal communication skills

Attention to detail

Team player

Education

Level 4 Diploma

Job description

Job Description

A highly regarded wealth management firm is looking for an experienced Paraplanner to join their growing team. This is a fantastic opportunity to become part of a supportive and forward-thinking business that invests in its people and encourages long-term career development.

As a Paraplanner, you’ll work closely with Financial Advisers and the wider team to deliver high-quality, compliant financial planning support. You’ll play a key role in preparing detailed suitability reports, conducting research, and ensuring the smooth delivery of advice to clients.

What’s on offer:

• Salary up to £47,000 (dependent on experience)
• 28 days holiday (plus bank holidays)
• Life assurance
• Private Medical Insurance (PMI)
• Excellent pension scheme
• Dental cover
• Discretionary annual bonus
• Full exam support towards professional qualifications
• Hybrid working - 3 days in the office, 2 from home

Key Responsibilities:

• Produce accurate and compliant suitability reports across a range of advice areas
• Conduct in-depth research and analysis to support financial planning recommendations
• Liaise closely with Advisers, clients, and providers to ensure a seamless service
• Maintain up-to-date knowledge of financial products, legislation, and industry best practices
• Contribute to the ongoing development and improvement of internal processes

What we’re looking for:

• Previous experience working as a Paraplanner within a financial planning or wealth management environment
• Level 4 Diploma qualified (or close to completion)
• Strong technical knowledge across pensions, investments, and protection
• Excellent written and verbal communication skills
• A collaborative team player with great attention to detail

This is an excellent opportunity with a well-established and respected firm offering long-term progression and a strong package of benefits. If you're a Paraplanner looking for your next step in a dynamic and professional environment, we'd love to hear from you.