Trainee / Junior Paraplanner

Location: Bristol (Hybrid / 2/3 days in the office ) - parking
Salary: £33,000 – £36,000 + bonus + benefits

About the Company

This opportunity sits within a dynamic, growing fintech wealth management firm that delivers tailored financial planning solutions to advisers, professionals, business owners and investors across the UK.

The business has experienced strong growth in recent years, including involvement in M&A activity, and continues to invest heavily in technology, processes, and people — making it an excellent environment to build a long-term career in financial planning.

The Opportunity

We’re looking for a Trainee / Junior Paraplanner to join a collaborative and forward-thinking paraplanning team.

This is a fantastic opportunity for someone with at least 6 months’ report writing exposure within a financial planning environment, who is actively working towards their Diploma (Level 4) and keen to progress technically.

You’ll gain hands-on experience across the full advice process, supporting experienced paraplanners and financial planners while continuing to develop your technical knowledge.

Key Responsibilities

• Assist with the preparation and drafting of Suitability Reports and recommendation letters
• Support annual client reviews, including valuations and data gathering
• Conduct research across pensions, investments, ISAs and protection products
• Liaise with product providers to obtain illustrations and policy information
• Support advisers with client meeting preparation and follow-ups
• Ensure client files meet FCA and internal compliance standards
• Maintain accurate records within CRM/back-office systems
• Contribute to process improvements and paraplanning best practice

Requirements

Essential:

• Minimum 6 months’ experience writing or supporting suitability reports
• Experience within a UK financial planning / IFA firm (e.g. Administrator, Adviser Support)
• Currently working towards Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Good understanding of pensions, investments, ISAs and protection products
• Strong attention to detail and written communication skills
• Well-organised with the ability to manage multiple tasks
• Confident using CRM systems and Microsoft Office

Desirable:

• Exposure to annual reviews and the wider financial planning process
• Experience with tools such as Intelligent Office, Voyant, FE Analytics or similar
• Knowledge of FCA regulations and suitability requirements

What’s on Offer

• Clear career progression into full Paraplanner role
• Ongoing training, mentoring and support towards qualifications
• Hybrid working (or remote options depending on location)
• Competitive salary + bonus + benefits package
• Opportunity to join a modern, tech-driven and growing firm

Next Steps

If you’re looking to take the next step in your paraplanning career within a progressive and supportive environment, we’d love to hear from you.