Based South of Bristol

Salary – £35,000 – £42,000 depending upon experience.


  • Are you an experienced Paraplanner considering your next job move?


Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:

  • 25 days holiday + Bank holiday
  • 8% company pension contribution
  • Group Life Cover / Private Medical Insurance
  • Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?


If so, we have a role for you.

The role/company:

Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.

  • Currently with 4 Advisers, 2 Paraplanners and three full time Administrators
  • The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
  • You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
  • There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
  • You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.


Additional Information:

  • Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
  • Please note due to the rural location of our client you will need to be a car driver


Person specification

A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is essential.

A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion.


If you would like to learn more about this exciting opportunity, please Apply.