modern approach

traditional values


Location: Bristol

Salary: £28,000 - £33,000

Type: Permanent

Category: Paraplanning

Ref: SW/2473

Are you an experienced career-paraplanner with a wealth of FS industry experience, looking to work more locally?

This is a great opportunity to join a well-respected Financial Planning business, based in Westbury-on-Trym in Bristol. You’ll work closely with two Directors of the firm who specialise in Investment, Pension and Later Life planning for predominantly a more mature client-base.

They offer a relaxed, open and friendly working environment where you’ll play a key paraplanning role in the overall advice process and accompany the financial planners on some client meetings.

On a day to day basis this paraplanner role will see you:

Preparing and maintaining the client file: 

  • Assess each client’s financial circumstances and confirm client risk profile is determined
  • Check all compliance paperwork is present
  • Identify and obtain all the necessary information to compile cashflow forecast
  • Review client portfolios for any Platform & Web based holdings.


Preparing recommendations: 

  • Liaise with financial planners to identify areas for planning/review to meet client needs
  • Attend client meetings, as and when required
  • Analysis, monitoring and reporting in respect of all products and investments
  • Prepare information/comparisons for analysis by planner
  • Maintain accurate information on client relationship management system.

Implementing recommendations:

  • Preparation of required suitability reports and letters
  • Complete application/proposal forms
  • Ensure all compliance paperwork is in order
  • Make changes to client’s portfolio, as instructed.


  • Act as a point of contact for clients and other parties regarding queries
  • Establish and build strong relationships with clients and attend client meetings with adviser, if required
  • Meet with life company and investment manager reps re product and technical updates
  • Review clients’ investment portfolio in line with risk profile
  • Initiate review meetings with clients
  • Contribute to reviewing and implementing the financial planning software and technology available in the marketplace to deliver business needs


You’ll have: 

  • A full understanding of the financial planning advice process
  • A high level of technical knowledge
  • Good report writing skills
  • The ability to work within agreed business processes
  • Strong attention to detail and accuracy
  • Excellent interpersonal - both written and verbal, listening and numerical skills
  • Analytical and research skills – experience of using industry Research tools
  • Experience of using Intelligent Office and Truth Cashflow modelling software – this would be highly advantageous
  • The ability to work independently and as part of a team
  • Good IT skills
  • The ability to work to agreed outcomes without supervision
  • Effective time management skills
  • Level 4 Diploma in Financial Planning, or nearly completed or Paraplanning Qualification (J09)


  • £28,000 - £33,000 pa
  • Pension
  • A discretionary bonus at the end of the calendar year, based on company performance
  • Reimbursement of course material and exam entry to CII exams on successful pass.  In addition, a financial reward of £350
  • Casual dress policy
  • 25 days holiday plus bank holidays
  • Plus extra holiday for when the office closes between Christmas and New Year.

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 your career aspirations in more detail and ascertain if this is an opportunity you'd like to explore further. 

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Our exciting new partnership with Preferred Recruitment Solutions (PRS)

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Jessica Wood
29 January 2019

In line with our firm belief that effective collaboration is key to success, we’re delighted to announce our new partnership with fellow Bristol-based financial services recruitment consultancy, Preferred Recruitment Solutions (PRS) . Like us, PRS adopts a consultative and personable approach where clients and candidates benefit from the same high-quality, proactive...


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Just to let you know that everything is going brilliant. I love my new role and I have to say that they are so friendly it is unbelievable. People keep coming up to me and introducing themselves. I have recommended you to so many people...

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

Sandringham Wood Recruitment Ltd is a company registered in England and Wales
(Reg No. 6822844) Registered Office: 54 Parrys Lane, Stoke Bishop, Bristol BS9 1AQ.

Sandringham Wood is a partner company of Preferred Recruitment Solutions (PRS).

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