Paraplanner (Flexible / Hybrid Working Available)

Bristol

Salary: Competitive, dependent on experience

An established and growing independent financial advisory firm based in Bristol is seeking an experienced Paraplanner to join their team. This is a strong opportunity to become part of a respected business that places a high value on technical quality, client outcomes, and long-term development.

The Role

You will work closely with advisers to deliver high-quality, compliant financial planning support. Responsibilities will include:

• Preparing detailed suitability reports and client documentation
• Conducting technical research to support financial planning recommendations
• Working collaboratively with advisers to ensure positive client outcomes
• Supporting improvements to internal processes and efficiencies
• Maintaining up-to-date knowledge of regulatory requirements and industry standards

The Candidate

• Previous experience in a paraplanning or technical financial services role
• Minimum Level 4 Diploma qualified (or working towards)
• Strong technical knowledge with excellent attention to detail
• Collaborative and team-focused approach
• Proactive, solutions-driven mindset
• Interest in developing broader technical or compliance exposure is beneficial

The Opportunity

• Hybrid working model (typically 3 days in the office post-probation)
• Flexible working culture
• Study support and funding for further qualifications
• Strong opportunities for career development within a growing firm
• Supportive, professional and collaborative team environment

Apply

If you are an experienced Paraplanner looking for a new opportunity within a progressive independent firm, we would be keen to hear from you. Please apply with your CV for consideration.

If this role is not quite the right fit, we work on a range of paraplanning opportunities across the South West, so please feel free to get in touch confidentially.