Full job description
Trainee ParaplannerHybrid Working | Bristol Office
Up to £36,000 + Bonus + Study Support
A growing national financial planning firm is looking to add a Trainee Paraplanner to its expanding paraplanning team following continued growth.
This is an excellent opportunity for someone currently working within financial services administration, adviser support, or a junior paraplanning position who is looking to build a long-term career within financial planning.
You’ll join a collaborative and supportive team environment where you’ll receive hands-on exposure across pensions, investments, protection, annual reviews, and suitability reporting, alongside structured development and progression into a full paraplanning role.
The RoleWorking closely with experienced Paraplanners and Financial Planners, you’ll support the wider advice process through:
*Assisting with suitability reports and recommendation letters
*Supporting annual review preparation
*Conducting research across pensions, investments, and protection products
*Preparing valuations, illustrations, and provider information
*Supporting client meeting preparation and follow-up actions
*Maintaining accurate client records and compliance documentation
*Assisting with cashflow modelling and financial planning support
This business is investing heavily into its paraplanning function and can offer genuine long-term progression, with clear pathways into Paraplanner and senior technical positions as your experience develops.
What They’re Looking For*Experience within a UK financial planning or advisory environment
*Background in administration, adviser support, or similar
*Strong communication and organisational skills
*Good understanding of pensions, ISAs, investments, and protection products
*A genuine interest in progressing within paraplanning
*Studying towards, or interested in studying towards, the Diploma in Regulated Financial Planning
Additional Information*Hybrid working arrangement
*Structured mentoring and development
*Study support provided
*Annual bonus scheme
*Strong progression opportunities with no requirement to wait for vacancies internally
*Supportive and fast-growing business environment
This is a fantastic opportunity to join a firm going through an exciting period of growth, offering long-term progression, flexibility, and exposure to a wide range of financial planning work.