PARAPLANNER (BRISTOL – HYBRID)

COMPETITIVE SALARY, LEADING WEALTH MANAGEMENT FIRM, FLEXIBLE HYBRID WORKING

We are working with a leading National Wealth Manager, who are seeking an experienced Paraplanner to join their Bristol-based team.

This is a fantastic opportunity to join a highly respected and growing organisation where you’ll support a senior Financial Planner in delivering high-quality, client-focused financial planning solutions, within a collaborative and forward-thinking environment.

With a hybrid working model (minimum 1 day in the office, 4 days from home), this role offers both flexibility and strong career development opportunities.

What you'll be doing:

• Write detailed suitability reports across a wide range of financial products and advice areas
• Conduct technical research to support client recommendations
• Maintain accurate and compliant client records (KYC)
• Work closely with Financial Planners to deliver the right client outcomes
• Attend client meetings and support with cashflow modelling where required
• Manage your workload to meet deadlines and targets
• Ensure all work aligns with FCA regulations and internal compliance standards

What we're looking for:

• Proven paraplanning experience within an IFA or wealth management firm.
• Strong technical knowledge across financial planning products and complex cases
• Level 4 Diploma in Financial Planning (DipPFS) – essential
• Excellent communication, organisation, and stakeholder management skills
• A proactive approach with a desire to progress towards Chartered status
• Experience with Voyant Cashflow modelling

What's on offer:

• Competitive salary
• Private medical insurance & life assurance
• Generous pension contribution
• Hybrid working (1 day office / 4 days home)
• Generous holiday allowance with option to purchase more
• Inclusive, supportive, and collaborative team culture

This is a fantastic opportunity to join a firm that truly values its people, offers strong career progression, and provides the flexibility to thrive in a modern working environment.

Get in touch to find out more or apply today.