Trainee Paraplanner

Hybrid Working | Bristol Office

Up to £36,000 + Bonus + Study Support

A growing national financial planning firm is looking to add a Trainee Paraplanner to its expanding paraplanning team following continued growth.

This is an excellent opportunity for someone currently working within financial services administration, adviser support, or a junior paraplanning position who is looking to build a long-term career within financial planning.

You’ll join a collaborative and supportive team environment where you’ll receive hands-on exposure across pensions, investments, protection, annual reviews, and suitability reporting, alongside structured development and progression into a full paraplanning role.

The Role

Working closely with experienced Paraplanners and Financial Planners, you’ll support the wider advice process through:

• Assisting with suitability reports and recommendation letters
• Supporting annual review preparation
• Conducting research across pensions, investments, and protection products
• Preparing valuations, illustrations, and provider information
• Supporting client meeting preparation and follow-up actions
• Maintaining accurate client records and compliance documentation
• Assisting with cashflow modelling and financial planning support

This business is investing heavily into its paraplanning function and can offer genuine long-term progression, with clear pathways into Paraplanner and senior technical positions as your experience develops.

What They’re Looking For

• Experience within a UK financial planning or advisory environment
• Background in administration, adviser support, or similar
• Strong communication and organisational skills
• Good understanding of pensions, ISAs, investments, and protection products
• A genuine interest in progressing within paraplanning
• Studying towards, or interested in studying towards, the Diploma in Regulated Financial Planning

Additional Information

• Hybrid working arrangement
• Structured mentoring and development
• Study support provided
• Annual bonus scheme
• Strong progression opportunities with no requirement to wait for vacancies internally
• Supportive and fast-growing business environment

This is a fantastic opportunity to join a firm going through an exciting period of growth, offering long-term progression, flexibility, and exposure to a wide range of financial planning work.