Bristol
Trainee Paraplanner / Adviser Support
Bristol | Hybrid (2–3 days in office) | Up to £30,000
An established Wealth Management firm in Bristol is looking to appoint a Trainee Paraplanner / Adviser Support professional to join its growing team due to an internal progression move.
This is a full-time, permanent opportunity offering a clear development pathway within a structured and supportive environment. Office presence 2–3 days per week is preferred, although remote working may be considered for exceptional candidates.
The Role
- Supporting Wealth Advisers with day-to-day administrative tasks
- Preparing documentation and producing basic suitability reports
- Processing new business and managing applications
- Monitoring and managing workflows through CRM systems
- Handling client queries via phone and email
- Maintaining accurate records and supporting compliance requirements
- Working within a pooled support team environment
What They’re Looking For
- Previous financial services experience (wealth management preferred)
- Experience in adviser support, IFA administration or client services
- Strong organisational skills and attention to detail
- Comfortable managing multiple tasks in a structured environment
- Ambitious and keen to progress within paraplanning or advisory
- Diploma qualifications are not required – full study support is provided
- Graduates with relevant financial services exposure will be considered
Package
- Salary up to £30,000
- Hybrid working (2–3 days in office)
- Funded exams and full study support
- 25 days holiday
- Group Pension Scheme
- Clear internal progression opportunities
Apply today to be considered for this opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.