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.