Paraplanner

MUST BE BASED WITHIN 1 HR OF BRISTOL OR SWINDON

Paraplanner

Location: Bristol or Swindon (ideally visit weekly/bi-weekly)

Salary: £35,000 – £45,000 + benefits

Reference: 9917

Recruit UK are working on an exciting opportunity for an experienced Paraplanner to join a highly respected financial planning firm with offices in Bristol.

This firm has a strong reputation for delivering tailored financial advice, with a collaborative environment that encourages professional growth. As a Paraplanner, you’ll play a pivotal role in supporting advisers, ensuring clients receive exceptional service, and helping to shape quality advice.

Duties:

• Preparing and maintaining compliant client files
• Gathering and analysing detailed information to support financial planning recommendations
• Researching and drafting suitability reports across pensions, investments, and protection
• Attending client meetings (where required) and acting as a key point of contact
• Assisting in implementing recommendations and ensuring timely delivery of updates
• Staying up to date with legislative, technical, and product changes

What’s on offer:

• Salary: £35,000 – £45,000 (depending on experience & qualifications)
• Hybrid working (must live within an hour of the office for weekly or bi-weekly visits)
• 21 days holiday (plus Christmas office closure / Bank Holiday)
• Exam funding & professional development support
• Free parking & company laptop
• 4x Death in Service & Critical Illness Cover

About you:

• Diploma qualified (Level 4 minimum) with a commitment to further study (Chartered desirable)
• Minimum 2 years’ experience in Financial Services, ideally in a paraplanning capacity
• Strong technical knowledge, attention to detail, and confident communication skills
• Ability to work collaboratively with advisers, clients, and colleagues
• Highly organised, proactive, and solutions-focused

This is a fantastic opportunity to build a long-term career with a supportive firm that values both it’s clients and its people.