Associate Paraplanner – Hybrid working

A respected wealth management firm is looking for an Associate Paraplanner to join their growing team in Bristol. This is a fantastic opportunity for a trainee paraplanner or an IFA administrator keen to develop their career and gain hands-on paraplanning experience.

The Role:

You will undertake lower-level paraplanning duties while working closely with senior paraplanners to support Financial Advisers and provide an exceptional service to clients. This role is ideal if you have some knowledge of financial planning and are motivated to progress towards becoming a fully qualified paraplanner.

Key Responsibilities:

Assist with the preparation of suitability reports and other paraplanning tasks
Conduct research to support financial planning recommendations
Work under the guidance of senior paraplanners to develop your technical skills
Liaise with Advisers, clients, and providers as part of the service process
Maintain accurate records and ensure compliance with internal procedures

Requirements:

Some experience in paraplanning, IFA administration, or related financial services role
Completion of a few relevant RO exams or equivalent knowledge
Strong interest in progressing to achieve the Diploma in Financial Planning
Good communication skills and attention to detail
Motivated, eager to learn, and a team player

Salary & Benefits:

£25,000 – £40,000 per annum (dependent on experience)
28 days holiday plus bank holidays
Life assurance and private medical insurance
Pension scheme and dental cover
Discretionary annual bonus
Full support for professional qualifications
Hybrid working arrangement (3 days office / 2 days home)

If you’re ready to take the next step in your financial planning career and develop your skills in a supportive environment, this role could be the perfect fit.