Paraplanner – Remote (Bristol)

About the role

We are partnering with an independent financial adviser firm based in Bristol to hire an experienced Paraplanner. The role works closely with a senior financial planner and a small administration team, handling a diverse portfolio of pension, investment, tax, and trust cases while also participating in client meetings and company events.

Key responsibilities

• Assist financial planners in preparing financial plans, investment strategies, and recommendations.
• Conduct research on investment products, pensions, tax, and other financial matters.
• Analyse client data to support financial recommendations.
• Prepare and maintain client documentation and reports.
• Liaise with clients, providers, and other professionals as required.
• Ensure all work complies with regulatory requirements and company policies.
• Manage and track the progress of client cases to ensure timely delivery of financial plans.

Required profile

• Level 4 diploma in regulated financial planning.
• 2+ years experience in a paraplanning role.

What we offer

• Salary up to £55,000 per year.
• 3‑5 days a week working from home.
• 25 days annual leave plus bank holidays.
• Company bonus scheme.
• Study support to achieve Chartered status.