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This job expired on 25/09/2026. It no longer accepts applications.
Paraplanner – Hybrid role in Bristol
Astral Recruitment · Bristol
Job description
About the role
Our client, an award‑winning National Chartered IFA firm, is seeking an experienced Paraplanner to join their Bristol office. The position offers a hybrid working model with two days remote and three days on‑site each week.
Key responsibilities
- Prepare and write suitability reports for client financial plans.
- Support advisers with the development of compliant recommendations.
- Assist in the preparation of financial advice documentation.
- Maintain accurate client records in line with regulatory standards.
Required profile
- Proven experience as a Paraplanner, preferably with a background in writing suitability reports.
- Ideally part‑Chartered or working towards chartered status.
- Experience of IO (Investment Operations) is desirable, though training will be provided.
Required skills
What we offer
- Hybrid working arrangement (2 days home, 3 days office).
- Salary up to £50,000 per year, plus a benefits package.
- Opportunity to work within a nationally recognised Chartered IFA firm.
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Astral Recruitment
Bristol