Report Writer

Bristol (central office opening December 2025)
Full-Time, permanent | Salary £32,000-£35,000 DOE
£1200 Annual bonus !!

About Us

We are an employee-owned wealth management firm with a strong record of internal progression and a supportive, collaborative culture. As we expand into Bristol, we are looking for a Paraplanner to provide high-quality technical and administrative support to our adviser, ensuring client advice is accurate, compliant, and delivered to the highest standards.

The Role

• Prepare research, reports, and suitability letters for advisers

• Maintain accurate client and policy records

• Assist with technical queries and product/provider research

• Liaise with advisers, providers, and clients to progress cases smoothly

• Ensure advice files and recommendations comply with FCA requirements

• Support the office in delivering an excellent client experience

What We Offer

• Salary c. £32,000 DOE + £1,200 annual tax-free bonus

• 11% employer pension contribution

• Employee ownership scheme (profit share + proceeds if company sold)

• 25 days holiday + bank holidays

• Study support for further professional qualifications and career development

• Opportunity to be part of a growing Bristol team (2–3 initially, expanding to 4 by 2026) within a medium-sized, employee-owned firm known for its supportive culture and strong career progression

If this role isn’t quite the right fit, we’d still like to hear from you. We often have opportunities across administration, paraplanning, and adviser support, and we’ll be happy to discuss roles that align with your skills.