Recruit UK are currently working with a thriving wealth management firm in Bristol City Centre, a national and growing IFA. They focus on longevity with their clients and are a very client centric company, with their clients being at the forefront of what they do.

Due to internal promotions within the team, they are now looking for a new Paraplanner to join their Financial Planning support team.

Your responsibilities will include but not be limited to:

Review client files for accuracy and compliance with regulatory and internal standards
Research and recommend financial strategies aligned with client goals
Create and maintain cashflow models to support financial planning
Provide administrative support and manage client servicing tasks
Draft suitability reports and assist with application documentation
Ensure all advice meets regulatory and internal compliance requirements

What’s in it for you:

Salary Up to £55,000 (negotiable on experience)
Support with travel costs to and from office
Generous holiday allowance + a Christmas shutdown
Social office – regular office trips
Fantastic work culture
Long-term progression opportunities
Career professional development – support with study

Skills and experience required:

Previous experience as a Paraplanner
Level 4 Diploma qualified (is preferred, candidates with a lot of experience and working toward this may be considered)
Experience with Intelligent Office is beneficial
Attention to detail

Jobs in Bristol

Senior Paraplanner - Bristol - £35k-£55k