Junior Paraplanner hybrid working

Trainee / Junior Paraplanner

Location: Bristol (Hybrid / 2/3 days in the office ) - parking Salary: £33,000 – £36,000 + bonus + benefits

About the Company

This opportunity sits within a dynamic, growing fintech wealth management firm that delivers tailored financial planning solutions to advisers, professionals, business owners and investors across the UK.

The business has experienced strong growth in recent years, including involvement in M&A activity, and continues to invest heavily in technology, processes, and people — making it an excellent environment to build a long-term career in financial planning.

The Opportunity

We’re looking for a Trainee / Junior Paraplanner to join a collaborative and forward-thinking paraplanning team.

This is a fantastic opportunity for someone with at least 6 months’ report writing exposure within a financial planning environment, who is actively working towards their Diploma (Level 4) and keen to progress technically.

You’ll gain hands-on experience across the full advice process, supporting experienced paraplanners and financial planners while continuing to develop your technical knowledge.

Key Responsibilities

Assist with the preparation and drafting of Suitability Reports and recommendation letters

Support annual client reviews, including valuations and data gathering

Conduct research across pensions, investments, ISAs and protection products

Liaise with product providers to obtain illustrations and policy information

Support advisers with client meeting preparation and follow-ups

Ensure client files meet FCA and internal compliance standards

Maintain accurate records within CRM/back-office systems

Contribute to process improvements and paraplanning best practice

Requirements

Essential

Minimum 6 months’ experience writing or supporting suitability reports

Experience within a UK financial planning / IFA firm (e.g. Administrator, Adviser Support)

Currently working towards Diploma in Regulated Financial Planning (DipPFS or equivalent)

Good understanding of pensions, investments, ISAs and protection products

Strong attention to detail and written communication skills

Well-organised with the ability to manage multiple tasks

Confident using CRM systems and Microsoft Office

Desirable

Exposure to annual reviews and the wider financial planning process

Experience with tools such as Intelligent Office, Voyant, FE Analytics or similar

Knowledge of FCA regulations and suitability requirements

What’s on Offer

Clear career progression into full Paraplanner role

Ongoing training, mentoring and support towards qualifications

Hybrid working (or remote options depending on location)

Competitive salary + bonus + benefits package

Opportunity to join a modern, tech-driven and growing firm

Next Steps

If you’re looking to take the next step in your paraplanning career within a progressive and supportive environment, we’d love to hear from you.