Company: EDEN ROSE
Job Type: Permanent, FullTime
Salary: £28,000 - £35,000 per annum
Administrator / Paraplanner (Hybrid Role)
Location: Bristol (central)
Salary: £28,000 – £32,000 (dependent on experience)
Bonus: Performance-related bonus
Pension: 11% employer contribution 5% employee contribution
A highly respected, employee-owned financial planning firm is seeking an experienced Administrator / Paraplanner to join their Bristol team. This is a hybrid role, combining both administrative and paraplanning responsibilities, providing vital support to advisers while ensuring a seamless client experience.
What’s on Offer- Competitive salary package (£28k for admin-level, £32k for paraplanner-level, depending on experience)
- Generous pension scheme (11% employer / 5% employee)
- Performance-related bonus
- Death in service benefit (4x salary)
- Employee ownership scheme after 12 months (profit share share of proceeds if the company is sold)
- Study support for further industry qualifications
- Career development opportunities — with clear progression routes into adviser roles
The Role- Provide a blend of administrative and paraplanning support
- Manage documentation, client records, and compliance requirements
- Assist with research, reports, and recommendations for client cases
- Deliver a first-class client experience by ensuring processes run smoothly
- Operate independently within a small, supportive team
About You- Background in financial services administration or paraplanning (IFA / wealth management environment preferred)
- Strong organisational skills and attention to detail
- Ability to work independently and take initiative
- Level 4 Diploma (desirable, not essential)
- Proactive, approachable, and adaptable team player
