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- Tasks: Collaborate with Financial Planners to create tailored financial planning recommendations.
- Company: Join a forward-thinking financial planning firm known for its supportive culture.
- Benefits: Earn up to £50,000, enjoy hybrid working, and access health support.
- Other info: Flexible working arrangements and opportunities for career progression.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2 years' Paraplanning experience required.
The predicted salary is between 45000 - 50000 £ per year.
If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.
In this role, you will work closely with Financial Planners to turn client objectives into clear, well‑reasoned and compliant financial planning recommendations. You will be involved throughout the advice process, producing tailored suitability reports, undertaking detailed research and supporting ongoing annual reviews. You will handle a wide variety of cases across pensions, investments, protection and estate planning, giving you the chance to broaden your technical exposure. This role is well suited to someone who enjoys getting into the detail, thrives on accuracy, and wants to be part of a growing advice function where ideas for improvement are genuinely welcomed.
The firm continues to expand nationally, meaning future opportunities may include progression into senior paraplanning, technical specialisms or adviser routes, depending on your ambitions.
Paraplanner Requirements- Essential - Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Essential - Minimum 2 years’ Paraplanning experience within a UK financial planning environment
- Essential - Strong technical knowledge across pensions, investments and protection
- Essential - Experience producing suitability reports and supporting advisers throughout the advice process
- Desirable - Experience using financial planning software or research tools
You will be joining a successful, growing UK financial planning business known for its supportive environment, structured development and commitment to delivering high quality advice. The company blends a collaborative office culture with flexible working arrangements.
Paraplanner Benefits- Salary up to £50,000 depending on experience
- Hybrid working with minimum 1 day per week in the office (fully remote considered for strong candidates living outside a reasonable commute)
- Employer pension contributions from day one, matched up to 5%
- Life assurance (multiple of basic salary after qualifying period)
- Access to 24/7 GP health support
- Income protection
- Health cash plan and wellbeing support
- Optional private medical insurance
- Long service rewards, paid volunteering day and cycle to work scheme
Location Hybrid working with access to a Bristol based office. Strong remote candidates from other UK regions may be considered. If you feel this opportunity aligns with your skills and ambitions, please apply today.
Paraplanner in Bristol employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Get your research game on! Familiarise yourself with the latest trends in pensions, investments, and protection. This will not only boost your confidence but also impress potential employers when you can discuss current topics during interviews.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common questions with a friend or mentor. Focus on how you can articulate your technical expertise and experience in producing suitability reports – it’s all about showcasing your skills!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities waiting for talented Paraplanners like you. Plus, applying directly shows your enthusiasm and commitment to joining our forward-thinking team.
We think you need these skills to ace Paraplanner in Bristol
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your Paraplanning experience in your application. We want to see how your technical expertise aligns with the role, so don’t hold back on detailing your past achievements and relevant skills!
Tailor Your Suitability Reports: When you’re writing your application, think about how you can demonstrate your ability to produce tailored suitability reports. We love candidates who can show they understand the importance of clear and compliant recommendations.
Be Detail-Oriented: Since this role thrives on accuracy, make sure your application reflects your attention to detail. We appreciate candidates who take the time to proofread their submissions and present information clearly.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Be ready to discuss how you've applied this knowledge in your previous roles, as it shows you're not just book-smart but also practical.
✨Tailor Your Examples
Prepare specific examples of your past work that align with the job description. Talk about how you've produced suitability reports or supported advisers in the advice process. This will demonstrate your hands-on experience and understanding of the role.
✨Show Your Attention to Detail
Since the role requires accuracy, be prepared to discuss how you ensure your work is precise. You might want to share a story where your attention to detail made a significant difference in a project or client outcome.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the firm's approach to professional development or how they handle feedback for improvement. This shows you're genuinely interested in growing within the company.