Junior Paraplanner – Boutique Wealth Management Firm

Junior Paraplanner – Boutique Wealth Management Firm Bristol | £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who’s feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What’s in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You’ll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports — you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner’s role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners — with full support right through to Chartered, if that’s your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You’ll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem — they’ll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you’re looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients’ lives — this could be just what you’ve been looking for.

Location: Bristol, Avon, GB

Posted Date: 8/20/2025