Recruit UK
Paraplanner
Paraplanner at Recruit UK, based in Bristol, South West England, paying £40,000 - £60,000 per annum. This is a permanent role.
- Pay
- £40,000 - £60,000 per annum
- Hours and contract
- Permanent · On site
- Location
- Bristol, South West England
- Closing date
- Sector
- Finance & Accounting
11% below the typical rate for finance & accounting
Reference 57500803
About the role
Job Role: Paraplanner
Location: Thornbury, Bristol
Salary: £40,000 - £60,000 (negotiable DOE)
Job Reference: 10653
Recruit UK are delighted to be working with an established independent financial planning firm based in Thornbury, Bristol, who are looking for an experienced Paraplanner to join their team.
This is an excellent opportunity for a paraplanner looking to join a supportive and professional environment focused on delivering high-quality financial advice and building long-term client relationships are at the heart of the business. You'll be working closely with experienced Financial Planners, with the opportunity to further develop your technical knowledge and progress your career.
Key Responsibilities:
- Prepare detailed suitability reports and financial planning recommendations
- Conduct pension, investment and product research
- Assist with cashflow modelling and financial planning analysis
- Provide technical support to Financial Planners
- Ensure all advice and documentation meets compliance and regulatory requirements
- Work closely with advisers and administrators to deliver excellent client outcomes
Skills and Experience:
- Previous experience in a paraplanning role within financial planning or wealth management
- Level 4 Diploma in Financial Planning, or working towards
- Strong technical knowledge of pensions, investments and financial planning products
- Excellent report-writing skills and attention to detail
- Ability to manage your own workload and work effectively within a team
- Proactive approach with a willingness to continue developing your technical knowledge
Benefits:
- Salary between £40,000 and £60,000 depending on experience and qualifications
- Hybrid working ideally 2 days in the office (outside the centre)
- Early finish Friday
- Full-time or part-time opportunities available
- Bonus Scheme, Pension, IP
- Support towards further professional qualifications
- Supportive and collaborative working environment
This is a fantastic opportunity to join an established financial planning firm where your expertise will be valued, your development supported, and you'll play an important role in delivering high-quality client outcomes.
If you're a paraplanner looking for your next opportunity, reach out to hear more!
Reference: 57500803 · Posted 1 week ago · Closes 9 Dec 2026 · Listed via Recruit UK
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