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Jobs  /  Paraplanning  /  Bristol

Paraplanner

£43,000 – £50,000BristolPermanentPosted 3 months ago

The firm

A young, fast-growing financial planning business founded by advisers who left larger firms to build something better. Modern tech stack, no legacy processes, and a client base growing quickly through referral.

The role

  • An early hire into the technical function, which means real influence over how things get built:
  • Full paraplanning support across a growing private client bank
  • Helping design the report and research process from the ground up rather than inheriting someone else's
  • Working closely with the founders on both client work and how the business scales
  • Scope to shape your own role as the team grows around you

What we're looking for

  • Level 4 Diploma qualified, or within a couple of exams
  • Two or more years' paraplanning experience in a financial planning environment
  • Comfortable with ambiguity and happy to build process where none exists yet
  • Genuinely interested in the business, not just the casework

Applying

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Also open

Other paraplanning roles.

Remote Paraplanner£34,000 – £40,000BristolParaplanningSenior Paraplanner - Hybrid Working£48,000 – £56,000CheltenhamParaplanningSenior ParaplannerSalary on enquiryMerseysideParaplanning
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