Paraplanner (Bristol) in Temple

Paraplanner (Bristol) in Temple

Temple Full-Time No home office possible
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**Paraplanner

Bristol
Up to
Β£45,000

Hybrid Working

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We\’re working with a
national financial advice and wealth management firm
looking to bring on an experienced
Paraplanner**
to support their growing adviser team in Bristol.

As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available.

The Role
You\’ll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process.

What We\’re Looking For

  • Minimum 3 years\’ experience in a paraplanning or technical support role
  • Level 4 Diploma qualified (Part-qualified considered if majority of the way there to completion. Chartered status is a bonus but not essential)
  • Strong report writing, research, and analytical skills
  • Comfortable working across multiple platforms and systems
  • Able to work independently and manage deadlines confidently

Working Model

  • Hybrid setup – typically 3 days in the office, with flexibility depending on experience and team needs
  • Supportive, forward-thinking culture with scope to grow as the team expands

Package

  • Up to Β£45,000 basic salary
  • Benefits package and career development opportunities within a national firm

If you\’re an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit.

Let me know if you\’d like to discuss the opportunity further or be considered.

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Contact Detail:

Eden Rose Recruiting Team

Paraplanner (Bristol) in Temple
Eden Rose
Location: Temple
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