Senior Paraplanner

Location: Whitchurch, Bristol area - within easy reach of Bristol and Bath

Salary: £40000 - £60000

Working Pattern: Office-based, but with a 12.45 finish every Friday

The Opportunity

Are you an experienced Senior Paraplanner who enjoys the technical side of financial planning and wants to work for a genuinely independent firm where quality of advice comes before sales targets?

Perhaps you're looking for a role where you can focus on complex cases, act as a trusted technical resource and continue developing your expertise?

This is an opportunity to join an established, independently owned Chartered financial planning firm that values technical excellence, bespoke advice and long-term client relationships.

Following an internal promotion, the business is looking for a technically strong Senior Paraplanner to play a key role in supporting Advisers, reviewing complex cases and maintaining high standards of advice across the firm.

This is a career Paraplanning opportunity, not a route into advice. If you enjoy the technical detail and take pride in producing high-quality work, this could be an excellent next step.

You'll provide high-level Paraplanning support across a broad range of financial planning areas, with a particular focus on complex cases, technical research and maintaining the quality of advice.

The Company

Established over 20 years ago, this independent firm has grown organically through client recommendations and trusted professional connections

The business takes pride in providing genuinely independent, holistic financial planning, with the freedom to tailor advice to individual client circumstances.

What's on Offer

• Competitive salary, depending on experience
• Discretionary bonus
• 8% employer pension contribution, with no employee contribution required
• Group Life Cover
• Group Income Protection
• 25 days' annual leave plus bank holidays
• Option to purchase additional annual leave
• Support towards Chartered and Fellowship qualifications
• A compressed four-and-a-half-day working week
• Monday to Thursday: 8:45am - 5:00pm, with a 30-minute lunch break
• Friday: 8:45am - 12:45pm

What They're Looking For

• Fully Diploma-qualified as a minimum, with extensive Paraplanning experience in an independent financial planning environment
• Strong technical knowledge across pensions, investments, taxation and estate planning
• Experience researching and interpreting complex legislation and applying it to client circumstances
• Excellent analytical skills, numerical ability and attention to detail
• Strong report-writing skills and the ability to produce high-quality suitability reports
• Confidence managing competing priorities and working independently
• A proactive approach, with the ability to act as a trusted technical resource for colleagues

A Pension Transfer Specialist qualification, such as G60, AF3 or AF7, would be highly desirable.

Please note: The office is based in a picturesque village, with independent shops, cafés, pubs and restaurants nearby. It's an appealing alternative to a city-centre commute, with Bristol and Bath both within easy reach. Due to the location of the role, access to a car is essential.

If you're an experienced Paraplanner looking for a role where you can focus on technical excellence, work within a genuinely independent firm and enjoy a better balance between work and personal life, we would be keen to hear from you.