Paraplanner - #2065279

Job Title: Paraplanner

Industry: Financial Services

Location: Bristol (2 days in the office)

Salary: Up to £50,000 + 10% Pension Contribution

Reference Number: 10373

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner to join a highly respected and award-winning Financial Planning firm.

The position offers a hybrid working arrangement, with minimum two days per week based in the Bristol office and the remaining days worked remotely. This is an ideal opportunity for someone who enjoys the flexibility of home working while still benefiting from regular collaboration and face-to-face interaction with colleagues and Advisers.

You will work closely with Financial Advisers and support staff to provide a high-quality service to clients.

Your duties as a Paraplanner will include, but not be limited to:

• Fact finding and report writing
• Client service and review support – acting as a technical point of contact
• Preparing recommendations, including documents, application forms, and suitability reports
• Collaborating with the wider team to deliver exceptional client service
• Maintaining accurate client records and ensuring compliance with FCA regulations
• Collating and pre-populating new business and servicing forms/application packs
• Producing and issuing client fee invoices

What’s in it for you:

• Salary circa £45,000, depending on experience
• 10% pension contribution
• Profit share
• 23 days holiday
• 12 wellbeing days (typically one per month)
• Private medical insurance
• Life assurance
• Flexible start and finish times

Skills and experience required:

• Experienced Paraplanner
• Diploma qualified
• Strong written and verbal communication skills
• Driven, proactive, and committed to supporting both personal and business success
• Excellent organisation, prioritisation, and time management
• High attention to detail and ability to follow processes
• Adaptable, positive, and eager to develop with a growing business
• Strong MS Office skills

This is an excellent opportunity for a like-minded professional to join an enthusiastic, high-achieving firm with a strong reputation for employee wellbeing and exceptional client care.