Senior Paraplanner – Wealth Management Specialist

A 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...

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...

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...

We are currently working with a National Wealth & Investment Management organisation to recruit an experienced Paraplanner to join their Bristol offices. Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a...

**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...

A reputable independent wealth management firm in Bristol is seeking a Senior Paraplanner to join their team. The firm offers outstanding staff development, a clear career progression path, and hybrid working arrangements. Candidates should possess a Level 4 Diploma in Financial Planning and have strong paraplanning experience. The role provides a salary up...

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...

**Trainee Paraplanner** **Location: Bristol** **Salary: £22,000 - £26,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...

Job 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...

I'm currently working with a highly regarded and long-established independent wealth management firm in Bristol, who are looking to appoint both a Senior Paraplanner and a Mid-Level Paraplanner to join their growing team.This business is known for its outstanding reputation and genuine commitment to staff development. Whether you're looking to move into an...