Paraplanner in City Of Bristol

Job description

Paraplanner

Location: Bristol

Department: Advisory Operations

Type: Permanent, Full-Time

Working Style: Hybrid

Join a fast-growing wealth management group that’s reshaping the industry.

This organisation is expanding rapidly through strategic acquisitions, offering a unique blend of start-up energy and the stability of private equity backing. It’s an exciting time to be part of a team that’s driving innovation across the wealth value chain—from financial planning and investment management to platform, trading, and custody services.

About the Role

My client is looking for a skilled Paraplanner to support Financial Planners in delivering high-quality, compliant advice to clients. You’ll play a key role in research, report writing, and ensuring recommendations align with client needs and regulatory standards.

Key Responsibilities

• Draft suitability reports in line with compliance and departmental standards.
• Collaborate with Financial Planners to ensure complete and accurate client information.
• Interpret meeting notes and prepare tailored recommendations.
• Provide technical guidance to advisers to support good consumer outcomes.
• Maintain accurate workflow records and case files.
• Conduct research and analysis on existing policies and schemes.
• Support the processing of new business linked to your cases.
• Stay up to date with industry knowledge and regulatory changes.

As a Paraplanner our client is looking for:

• Experience in a Paraplanning role within a similar environment.
• Strong technical knowledge, ideally with a Diploma in Financial Planning (or working towards).
• Excellent communication, analytical, and time management skills.
• Ability to work independently and as part of a collaborative team.
• High attention to detail and a commitment to delivering quality outcomes.

Benefits Include:

• Competitive salary
• Private Medical Insurance (post-probation)
• Generous Pension Scheme (7.5% employer contribution)
• 25 days annual leave (plus buy/sell up to 5 days)
• Office closure over Christmas (3 days)
• Life Assurance & Health Cash Plan
• Hybrid working model
• Discretionary performance bonus
• Employee Assistance Programme
• Complimentary lunch and snacks in the Bristol office
• A wide range of flexible benefits to suit your lifestyle

Extra information

Status

Open

Education Level

Secondary School

Location

City Of Bristol

Type of Contract

Part-time jobs

Published at

09-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English