Paraplanner
Salary: Up to £50,000
Location: Hybrid (Minimum 1 day per week in Bristol office)
A well-regarded and growing UK financial planning firm is seeking an experienced Paraplanner to join its collaborative and client-focused team. This is an excellent opportunity to become part of a business that delivers high-quality, holistic financial advice and is continuing to expand its presence across the UK.
The OpportunityWorking closely with Financial Planners, you will play a key role in delivering tailored and compliant financial advice to clients. This position offers a broad and varied workload across pensions, investments, protection, and estate planning, along with involvement in ongoing client servicing and annual reviews.
The firm offers a supportive environment, strong technical exposure, and the chance to contribute to continuous improvement within a growing business.
Key Responsibilities*Prepare high-quality, compliant suitability reports and recommendation letters
*Support the preparation of annual client reviews, including Annual Suitability Assessments
*Conduct detailed technical research across pensions, investments, tax wrappers, and protection products
*Liaise with providers to obtain policy information, illustrations, and valuations
*Assist advisers with pre- and post-client meeting support
*Ensure compliance with FCA regulations, including AML checks and client due diligence
*Maintain accurate and up-to-date client records within internal systems
*Collaborate with advisers, administrators, and compliance teams to ensure excellent client outcomes
*Contribute to improving paraplanning processes and report templates
Requirements*Minimum 2 years’ experience in a paraplanning role within a UK financial planning firm
*Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential
*Strong technical knowledge across pensions (DB & DC), ISAs, GIAs, bonds, trusts, and protection
*Solid understanding of FCA regulations and suitability requirements
*Proven experience producing high-quality suitability reports
*Familiarity with financial planning tools (e.g. Intelligent Office, Voyant, FE Analytics)
*Excellent attention to detail and organisational skills
*Ability to work both independently and as part of a team
Desirable Experience*Exposure to high-net-worth or complex client cases
*Experience with cashflow modelling and tax planning strategies
*Previous involvement in a firm undergoing growth or structural change


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.