modern approach

traditional values


Location: Bristol

Salary: £35,000 - £40,000

Type: Permanent

Category: Paraplanning

Ref: SW/2436

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? 

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 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.

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: £35,000 - £40,000 dependent on experience and professional qualifications 

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

Next steps:

If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005; we can then discuss this is more detail and ascertain if you’d like to be presented for the opportunity.  

All applications are read thoroughly; if you don’t receive a response within 2-3 working days it will be because on this occasion your application hasn’t been successful. The only reason you’ll be deemed unsuccessful will be due to you not having the key experience or the right level of professional qualifications for the position.

By applying for this position you agree to Sandringham Wood processing your personal data, in line with our privacy notice




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To Jess and the team. Thank you very much. Your service is friendly, professional, committed and reliable. Sandringham Wood are the best recruitment company in this sector. Best wishes & thanks.

Sandringham Wood
54 Parrys Lane, Stoke Bishop
Bristol, BS9 1AQ

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Sandringham Wood Recruitment Ltd is a company registered in England and Wales
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