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- Tasks: Support Wealth Advisers with admin tasks and client queries in a dynamic team.
- Company: Established Wealth Management firm in Bristol with a supportive culture.
- Benefits: Up to £30,000 salary, hybrid working, funded exams, and 25 days holiday.
- Why this job: Kickstart your career in finance with clear progression opportunities and full study support.
- Qualifications: Previous financial services experience preferred; graduates with relevant exposure welcome.
- Other info: Join a collaborative environment with a focus on personal development.
The predicted salary is between 24000 - 36000 £ per year.
An established Wealth Management firm in Bristol is looking to appoint a Trainee Paraplanner / Adviser Support professional to join its growing team due to an internal progression move. This is a full-time, permanent opportunity offering a clear development pathway within a structured and supportive environment. Office presence 2–3 days per week is preferred, although remote working may be considered for exceptional candidates.
The Role
- Supporting Wealth Advisers with day-to-day administrative tasks
- Preparing documentation and producing basic suitability reports
- Processing new business and managing applications
- Monitoring and managing workflows through CRM systems
- Handling client queries via phone and email
- Maintaining accurate records and supporting compliance requirements
- Working within a pooled support team environment
What They’re Looking For
- Previous financial services experience (wealth management preferred)
- Experience in adviser support, IFA administration or client services
- Strong organisational skills and attention to detail
- Comfortable managing multiple tasks in a structured environment
- Ambitious and keen to progress within paraplanning or advisory
- Diploma qualifications are not required - full study support is provided
- Graduates with relevant financial services exposure will be considered
Package
- Salary up to £30,000
- Hybrid working (2–3 days in office)
- Funded exams and full study support
- 25 days holiday
- Clear internal progression opportunities
Apply today to be considered for this opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Junior Paraplanner in Bristol employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning and adviser support. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. This will demonstrate your ability to thrive in a structured environment, which is key for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for ambitious candidates ready to grow in their careers.
We think you need these skills to ace Junior Paraplanner in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior Paraplanner role. Highlight any relevant experience in financial services, adviser support, or client services. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Organisational Skills: Since the role involves managing multiple tasks, make sure to showcase your organisational skills in your application. Give examples of how you've successfully juggled responsibilities in the past – we want to know you can handle the workload!
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s super easy, and you’ll be one step closer to joining our supportive environment. Don’t forget to double-check everything before hitting send!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on the basics of wealth management and paraplanning. Familiarise yourself with common terminology and processes, as well as the specific services the firm offers. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, be prepared to discuss how you manage multiple tasks. Bring examples from previous experiences where you successfully juggled responsibilities, whether in a job or during your studies.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, team dynamics, or the specific challenges faced by the support team. This not only shows your enthusiasm but also helps you gauge if the environment is right for you.
✨Demonstrate Your Ambition
Express your eagerness to grow within the paraplanning field. Talk about your career goals and how this position aligns with them. Highlighting your ambition can set you apart from other candidates who may not have a clear vision for their future.