Paraplanner (Bristol)
5 days ago
LocationTemple Back East Salary £38000 - £45000 TypePermanent WorkplaceHybrid Ref89405 Paraplanner Bristol Up to £45,000 Hybrid Working Were working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Bristol. As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available. The Role Youll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process. What Were Looking For Minimum 3 years experience in a paraplanning or technical support role Level 4 Diploma qualified (Part-qualified considered if majority of the way there to completion. Chartered status is a bonus but not essential) Strong report writing, research, and analytical skills Comfortable working across multiple platforms and systems Able to work independently and manage deadlines confidently Working Model Hybrid setup typically 3 days in the office, with flexibility depending on experience and team needs Supportive, forward-thinking culture with scope to grow as the team expands Package Up to £45,000 basic salary Benefits package and career development opportunities within a national firm If youre an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit. Let me know if youd like to discuss the opportunity further or be considered.
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Paraplanner Bristol
3 weeks ago
Bristol, United Kingdom IDEX Consulting Ltd Full timeAre you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and acquisitions, my client is currently looking for an Paraplanner to join their Bristol team. You'll be working directly alongside Senior Financial Advisers, providing...
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Junior Paraplanner/paraplanner
3 days ago
Bristol, United Kingdom mbf. Full timeMB Fitzgerald are working with a well established and respected firm of Financial Advisers in the centre of Bristol to recruit a Junior Paraplanner/Paraplanner. The client is looking to bring on an additional member of staff to help with the busy and ever-increasingworkload. The role will include providing support to the companies Financial Advisers, liaise...
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Senior Paraplanner – Bristol Wealth Planning
7 days ago
Bristol, United Kingdom Eden Rose Full timeA reputable wealth management firm in Bristol seeks an experienced Paraplanner to join their team. The role involves preparing high-quality financial plans, supporting Wealth Managers, and conducting in-depth research across various financial products. This is a great opportunity for candidates who appreciate a supportive work environment with opportunities...
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Paraplanner
1 week ago
Bristol, United Kingdom Ortus PSR Full time**Paraplanner** **Location: Bristol** **Salary: £30,000 - £40,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and...
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Paraplanner
3 days ago
Bristol, United Kingdom Search Consultancy Full time**Paraplanner** Are you an experienced, motivated Paraplanner looking to develop your skills further. My client is looking for someone to join their firm in which they specialise in turning clients aims and objectives into tangible financial plans and providing a service clientsreally value. Working in central Bristol they are looking for amazing people to...
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Paraplanner
7 days ago
Bristol, United Kingdom Eden Rose Full timeParaplanner – Bristol – £40,000 to £52,000We are representing a reputable, well-established wealth management firm seeking an experienced Paraplanner to join their West of England team. This is an excellent opportunity for someone who enjoys working in a high-quality, supportive environment with strong professional development opportunities.The firm...
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Paraplanner - Flexible Working
1 week ago
Bristol, United Kingdom mbf. Full time**Paraplanner - Top National Financial Planners - Bristol & Flexible Working** **Basic salary to £45,000 + 10% bonus and excellent company benefits** We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Bristol office but will include flexible working. As a...
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Paraplanner
2 weeks ago
Bristol, United Kingdom Eden Rose Full timeParaplanner – Bristol / Cheltenham – £40,000 to £52,000 We are representing a reputable, well‑established wealth management firm seeking an experienced Paraplanner to join their West of England team. This is an excellent opportunity for someone who enjoys working in a high‑quality, supportive environment with strong professional development...
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Trainee Paraplanner
2 weeks ago
Bristol, United Kingdom mbf. Full timeWe are working with a fully independent and highly successful Financial Planning practice based on the outskirts of Bristol to recruit a Trainee Paraplanner. The business is well known, they provide holistic Financial Planning & Investment services to clientsacross the UK. They are looking to recruit a motivated and professional individual in a Trainee...
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Paraplanner
3 days ago
Bristol, United Kingdom IDEX Consulting Full timeJob description I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true pathway to progress which, in...