Paraplanner

1 week ago


Bristol, United Kingdom Eden Rose Full time

Paraplanner – 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 opportunities. Benefits Salary £40,000 – £52,000 (depending on experience & qualifications) Annual discretionary bonus 27 days holiday + bank holidays 70% income protection Private medical insurance 8x death in service Key Responsibilities Prepare high‑quality financial plans, recommendations, and suitability reports Support Wealth Managers with review meetings and new client onboarding Conduct research and analysis across pensions, investments, protection, and tax planning Review client portfolios ensuring alignment with objectives and compliance requirements Liaise with Wealth Managers, Administrators, and providers to ensure seamless delivery Maintain accurate files and support continual improvement of advice processes Requirements CII Level 4 Diploma in Regulated Financial Planning (minimum) Strong experience as a Paraplanner within a financial planning or wealth management environment Excellent technical understanding of pensions, investments, and tax wrappers High attention to detail and strong communication skills Confident using financial planning software Organised, proactive, and able to manage multiple priorities effectively Level 6 qualifications (or working towards) advantageous What next? If you are an experienced Paraplanner looking to join a respected firm offering excellent benefits, strong progression potential, and a collaborative working environment, we would love to hear from you. Application Process: If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV. We will explore your experience, goals, and highlight any other opportunities that may suit your requirements. If you know someone who could be a good fit? Refer them to us and receive £250 if we help them secure a new role. #J-18808-Ljbffr



  • Bristol, United Kingdom mbf. Full time

    MB 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...

  • Paraplanner

    2 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...

  • 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...

  • Paraplanner

    3 days ago


    Bristol, United Kingdom The Progress Shed Full time

    Job DescriptionParaplanner - Hybrid BathKey Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests.The Role: Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of...

  • Paraplanner

    6 days ago


    Bristol, United Kingdom Eden Rose Full time

    Paraplanner – 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...

  • Paraplanner

    2 weeks ago


    Bristol, United Kingdom Ortus PSR Ltd. Full time

    Looking for Your Next Step in Paraplanning? This Could Be the Role That Transforms Your CareerAn ambitious and people-focused financial planning firm is on the lookout for a talented Paraplanner to join its growing team.This hybrid opportunity offers more than just a job—it’s a chance to be part of something exciting, where professional development,...

  • Trainee Paraplanner

    1 week ago


    Bristol, United Kingdom mbf. Full time

    We 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...

  • Paraplanner Bristol

    3 weeks ago


    Bristol, United Kingdom IDEX Consulting Ltd Full time

    Are 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...

  • Paraplanner

    3 weeks ago


    Bristol, United Kingdom Cavendish Maine Full time

    Job DescriptionEstablished for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors.The RoleKey Responsibilities:Suitability Reports:Prepare detailed,...

  • Paraplanner

    2 weeks ago


    Bristol, Bristol, United Kingdom Ortus Psr Full time £35,000 - £46,000 per year

    Looking for Your Next Step in Paraplanning? This Could Be the Role That Transforms Your CareerAn ambitious and people-focused financial planning firm is on the lookout for a talented Paraplanner to join its growing team. This hybrid opportunity offers more than just a job-it's a chance to be part of something exciting, where professional development,...