Financial Planning Associate (paraplanner) – Bristol - Up to £45,000 + Hybrid Working

If you’re a detail-driven paraplanning professional who loves turning complex financial information into clear, client-ready advice, this role will feel like home. Join a forward-thinking wealth management firm where your technical expertise, curiosity, and commitment to high-quality planning genuinely matter. The Opportunity You’ll work closely with experienced Wealth Planners, providing the technical backbone that ensures clients receive robust, compliant, and personalised financial planning. This is a paraplanning-focused role with meaningful client interaction, ideal for someone who enjoys both the analytical and human sides of financial advice. What You’ll Be Doing • Producing high-quality suitability reports across pensions, investments, and holistic financial planning • Building and maintaining detailed cashflow models (Voyant & CashCalc) • Supporting planners with preparation for client meetings, including reviews and follow-up actions • Managing fee reconciliation, business processing, and maintaining accurate client records • Ensuring all work meets FCA standards, with strong awareness of Consumer Duty requirements • Using Xplan CRM (experience beneficial but not essential) • Collaborating with the Paraplanning Team Leader and wider advice team What You’ll Bring • Level 4 Diploma qualified (CII or IFS) • 2+ years’ experience in a paraplanning or technical support role • Strong cashflow planning capability • Excellent written communication and report-writing skills • Confident with MS Office, especially Word, Excel, PowerPoint, and Teams • A proactive mindset and commitment to delivering exceptional client outcomes Why This Role Stands Out • Salary up to £45,000 • Hybrid working for a balanced lifestyle • A supportive, modern environment where paraplanning is valued as a profession • Exposure to high-quality advice, interesting cases, and ongoing development If you’re ready to take the next step in your paraplanning career and want to be part of a team that genuinely values your expertise, this could be the perfect move.