modern approach

traditional values


Location: Bristol

Salary: £30,000 - £40,000

Type: Permanent

Category: Paraplanning

Ref: SW/2391

How would you like to work as a Paraplanner, within a great collaborative team, offering good progression opportunities based in central Bristol?

Would you like to join a progressive, national financial planning business where your experience will be recognised, where you’ll add serious value to the overall client proposition and be rewarded accordingly? 

Following a successful period of growth and the promotion of 2 paraplanners to advisory roles; a new Paraplanner is sought for this fantastic team. 

As part of a centralised paraplanning team, you will work proactively with financial planners, compliance and product providers to help design and deliver first class client-centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant. 

As part of a fully integrated financial services firm, you will be working alongside internal investment managers, product experts and technical advisers. Using their cutting edge back office system you will also assist their dedicated Adviser Support teams to ensure client records are complete, up to date and accurate. 

For an experienced Level 4 qualified Paraplanner, this will be a great place to expand your skills while working alongside an experienced team that directly contribute and make a positive impact on the delivery of holistic financial advice. 

If you’re a Paraplanner who has gained relevant experience within either an independent or restricted environment then we’d like to hear from you - please get in touch for a confidential chat to find out more.


Key facts: 

The company is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, they manage almost £9 billion of client assets from 13 offices across the UK, employing c.500 professionals. 

Salary range: £30,000 - £40,000 dependent on experience and professional qualifications, with higher potential for candidates holding chartered status (AF3 and AF7 is highly desirable).

Flexibility: While the role is full time and office based, there is flexibility around working hours and home working options to suit your needs 

Annual bonus

Benefits include 3% non-contributory pension, 4 X death in Service, group income protection, childcare vouchers, and 25 days holiday

Next steps:

If you apply for this position, we thank you for taking the time to do so; all applications are read thoroughly. If you do not receive a response from us within 2-3 working days it will be because your application, on this occasion, has not been successful.

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Bristol, BS9 1AQ

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