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Experienced Paraplanner Bristol

Job Description - Experienced Paraplanner Bristol

  • CII PFS Diploma Qualified Paraplanner
  • Flexible working
  • Suitabilty and report writing
Paraplanner | Salary Negotiable | Bristol / Hybrid

Are you a detail-driven Paraplanner with a passion for high-quality financial planning?
Join a respected, forward-thinking wealth management firm known for delivering bespoke financial advice to high-net-worth individuals. You’ll play a key role in supporting experienced Financial Planners with research, analysis, and complex report writing. Expect a collaborative culture, exposure to diverse planning scenarios, and opportunities for progression.

What you’ll bring:
? CII PFS Diploma (or working towards it)
? Experience in an advisory or investment management setting
? A sharp eye for detail and top-tier problem-solving skills
? Strong communication and tech-savviness
This is more than a Paraplanner role—it’s a career move.

Apply now and let’s talk about your future.
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