Financial Divisions
Paraplanner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanner – Hybrid Working – Excellent Career Progression Available
Location: Bristol (Hybrid)
Salary: Up to £45,000 DOE
I’m working with a well-established Chartered independent financial planning business in Bristol that is looking to appoint an experienced Paraplanner to join its friendly and growing team.
This is a fantastic opportunity for someone who enjoys the technical side of financial planning and wants to work closely with experienced Financial Planners on a varied range of client cases.
My client genuinely invests in its people and offers excellent long-term progression with the business, making this a very strong career move for the right candidate.
The Opportunity
As a Paraplanner, you’ll play an important role in supporting the Financial Planners, providing technical research, analysis and high-quality client documentation to help deliver a first-class financial planning service.
You’ll be involved across a broad range of financial planning areas, including pensions, investments, protection, long-term care and inheritance tax planning, with the opportunity to gain exposure to more complex cases and planning strategies.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Role
Your responsibilities will include:
- Preparing accurate, well-written suitability reports that clearly explain recommendations to clients.
- Carrying out research into pensions, investments, protection and other financial planning solutions to support adviser recommendations.
- Working alongside Financial Planners on more complex cases, helping to develop suitable and effective planning solutions.
- Using cashflow modelling to help illustrate different planning scenarios and support clients’ longer-term financial objectives.
- Reviewing and interpreting technical information, carrying out the necessary analysis and presenting findings clearly to the adviser.
- Providing technical input and guidance on more complex planning areas, acting as a point of reference for advisers when required.
- Taking ownership of a varied caseload, ensuring work is completed accurately, efficiently and within agreed timescales.
About You
Ideally, you’ll have previous experience in a Paraplanning or similar technical financial planning role, preferably within a wealth management or financial advice environment.
You’ll have a strong technical understanding across areas such as pensions, investments, protection, long-term care and inheritance tax, together with experience producing suitability reports and carrying out detailed research and analysis.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
A Level 4 Diploma in Financial Planning is required for this role.
You’ll also need to be organised, analytical and comfortable managing multiple cases and deadlines, with strong written communication skills and the ability to turn technical information into clear, client-friendly documentation.
On Offer
- Salary up to £45,000 depending on experience
- Hybrid working
- 26 days’ holiday + bank holidays
- Excellent list of benefits
- Generous employer pension contribution
- Opportunities for professional development and progression
- Full study support towards Chartered status
If you’re an experienced Paraplanner lacking support and structure in your current role, or are simply looking for a new challenge, this could be a very strong career move offering excellent opportunities for career progression.
If this opportunity is of interest, please send your CV to harry@financialdivisions.co.uk.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London