Financial Planning Associate (paraplanner) – Bristol – Up to £45,000

About the role

We are looking for a detail‑driven paraplanning professional to join our forward‑thinking wealth management team in Bristol. You will provide the technical backbone for client‑ready advice, working closely with experienced Wealth Planners.

Key responsibilities

• Produce high‑quality suitability reports covering pensions, investments and holistic financial planning.
• Build and maintain detailed cash‑flow models using Voyant and CashCalc.
• Support planners in preparing client meetings, including reviews and follow‑up actions.
• Manage fee reconciliation, business processing and keep accurate client records.
• Ensure all work complies with FCA standards and Consumer Duty requirements.
• Use Xplan CRM (experience beneficial but not essential).
• Collaborate with the Paraplanning Team Leader and the wider advice team.

Required profile

• Level 4 Diploma qualified (CII or IFS).
• 2+ years’ experience in paraplanning or technical support.
• Strong cash‑flow planning capability.
• Excellent written communication and report‑writing skills.
• Confidence with MS Office, especially Word, Excel, PowerPoint and Teams.
• Proactive mindset with a commitment to exceptional client outcomes.

Required skills

• Voyant cash‑flow modelling
• CashCalc cash‑flow modelling
• Xplan CRM
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Teams

What we offer

• Salary up to £45,000 per year.
• Hybrid working for a balanced lifestyle.
• Supportive, modern environment where paraplanning is valued.
• Exposure to high‑quality advice, interesting cases and ongoing development.