WINSCOMBE
Job Title: Technical Paraplanner
Location: North Somerset
Hours: 35.5 hours per week (Mon 8:30–5, Tue–Fri 9–5)
About the Firm:
This well-established, independent financial planning and wealth management firm in North Somerset has been providing tailored financial solutions since the mid-1990s. Known for its experienced team and commitment to client service, the firm prides itself on helping clients achieve their financial goals with confidence.
Key Responsibilities:
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Supporting advisors with client enquiries and day-to-day liaison
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Preparing bespoke, compliant suitability reports tailored to client needs
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Completing quarterly portfolio analyses and six-monthly investment review reports
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Assisting with annual review packs and writing review letters including recommendations
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Conducting technical research on products and platforms to support the firm’s panel decisions
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Collaborating closely with advisors and administrators to ensure excellent client outcomes
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Contributing to process improvements based on internal feedback
Required Qualifications & Experience:
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Diploma in Financial Planning (CII preferred)
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Working towards or willing to work towards Chartered Paraplanner status
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Minimum 3 years paraplanning experience or 5 years in a similar administrative role
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Degree preferred but not essential
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120 UCAS points (A-Level BBB or equivalent)
What’s on Offer:
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Supportive and collaborative work environment valuing your input
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Opportunities for professional development and career progression
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Competitive salary range £38,000–£58,000 depending on experience, plus bonus scheme
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Company social events such as summer BBQ and Christmas party
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21 days holiday plus additional days over Christmas
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Enhanced pension scheme with extended service benefits
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Hybrid working considered for the right candidate
If you’re an experienced paraplanner looking to join a dynamic team in North Somerset, I’d love to hear from you.