Job Title: Paraplanner

Industry: Financial Services

Location: Bristol (Fully Remote with Occasional Office Meetings)

Salary: Up to £45,000 + 10% Pension Contribution

Reference Number: 10062

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner to join a highly respected and award-winning Financial Planning firm. While the role is fully remote, you will predominantly support Advisers based in the Bristol office, with additional support for Advisers across the wider group as required. This position is perfect if you value remote working but still enjoy periodic face-to-face interaction through training sessions or company-wide meetings held in Bristol.

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 up to £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
Fully remote role with occasional visits to the Bristol office for training or company events

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.