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Experienced Paraplanner Bristol

2 weeks ago

London, Greater London, United Kingdom The Progress Shed Full time
Paraplanner Salary Negotiable Bristol / Hybrid

Are you a detail-driven Paraplanner with a passion for high-quality financial planning? Join a respected, forward-thinking wealth management firm known for delivering bespoke financial advice to high-net-worth individuals. You will play a key role in supporting experienced Financial Planners with research, analysis, and complex report writing. Expect a collaborative culture, exposure to diverse planning scenarios, and opportunities for progression.

What you will bring:
  1. CII PFS Diploma (or working towards it)
  2. Experience in an advisory or investment management setting
  3. A sharp eye for detail and top-tier problem-solving skills
  4. Strong communication and tech-savviness

This is more than a Paraplanner role – it's a career move.

Apply now and let's talk about your future.

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