Job Description

If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.
In this role, you will work closely with Financial Planners to turn client objectives into clear, well‑reasoned and compliant financial planning recommendations. You will be involved throughout the advice process, producing tailored suitability reports, undertaking detailed research and supporting ongoing annual reviews.
You will handle a wide variety of cases across pensions, investments, protection and estate planning, giving you the chance to broaden your technical exposure. This role is well suited to someone who enjoys getting into the detail, thrives on accuracy, and wants to be part of a growing advice function where ideas for improvement are genuinely welcomed.
The firm continues to expand nationally, meaning future opportunities may include progression into senior paraplanning, technical specialisms or adviser routes, depending on your ambitions.
Paraplanner Requirements

• Essential - Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Essential - Minimum 2 years’ Paraplanning experience within a UK financial planning environment
• Essential - Strong technical knowledge across pensions, investments and protection
• Essential - Experience producing suitability reports and supporting advisers throughout the advice process
• Desirable - Experience using financial planning software or research tools

The Company
You will be joining a successful, growing UK financial planning business known for its supportive environment, structured development and commitment to delivering high quality advice. The company blends a collaborative office culture with flexible working arrangements.
Paraplanner Benefits

• Salary up to £50,000 depending on experience
• Hybrid working with minimum 1 day per week in the office (fully remote considered for strong candidates living outside a reasonable commute)
• Employer pension contributions from day one, matched up to 5%
• Life assurance (multiple of basic salary after qualifying period)
• Access to 24/7 GP health support
• Income protection
• Health cash plan and wellbeing support
• Optional private medical insurance
• Long service rewards, paid volunteering day and cycle to work scheme

Location
Hybrid working with access to a Bristol based office. Strong remote candidates from other UK regions may be considered.
If you feel this opportunity aligns with your skills and ambitions, please apply today.
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