Senior Paraplanner — Hybrid Role, Growth Path

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

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.