Financial Planning Associate (paraplanner) – Bristol
Location: Bristol
Job Ref: US
Salary: Up to £45,000 + Hybrid Working
Work From Home option: Yes
If you’re a detail‑driven paraplanning professional who loves turning complex financial information into clear, client‑ready advice, this role will feel like home. Join a forward‑thinking wealth management firm where your technical expertise, curiosity, and commitment to high‑quality planning genuinely matter.
The Opportunity
You’ll work closely with experienced Wealth Planners, providing the technical backbone that ensures clients receive robust, compliant, and personalised financial planning. This is a paraplanning‑focused role with meaningful client interaction, ideal for someone who enjoys both the analytical and human sides of financial advice.
What You’ll Be Doing
- Producing high‑quality suitability reports across pensions, investments, and holistic financial planning
- Building and maintaining detailed cashflow models (Voyant & CashCalc)
- Supporting planners with preparation for client meetings, including reviews and follow‑up actions
- Managing fee reconciliation, business processing, and maintaining accurate client records
- Ensuring all work meets FCA standards, with strong awareness of Consumer Duty requirements
- Using Xplan CRM (experience beneficial but not essential)
- Collaborating with the Paraplanning Team Leader and wider advice team
What You’ll Bring
- Level 4 Diploma qualified (CII or IFS)
- 2+ years’ experience in a paraplanning or technical support role
- Strong cashflow planning capability
- Excellent written communication and report‑writing skills
- Confident with MS Office, especially Word, Excel, PowerPoint, and Teams
- A proactive mindset and commitment to delivering exceptional client outcomes
Why This Role Stands Out
- Salary up to £45,000
- Hybrid working for a balanced lifestyle
- A supportive, modern environment where paraplanning is valued as a profession
- Exposure to high‑quality advice, interesting cases, and ongoing development
If you’re ready to take the next step in your paraplanning career and want to be part of a team that genuinely values your expertise, this could be the perfect move.