Financial Planning Associate (paraplanner) - Bristol - Up to £45,000 + Hybrid Working

If you''re a detail-driven paraplanning professional who loves turning complex financial information into clear, client-ready advice, this role will feel like home. Join a forward-thinking wealth management firm where your technical expertise, curiosity, and commitment to high-quality planning genuinely matter.The OpportunityYou''ll work closely with experienced Wealth Planners, providing the technical backbone that ensures clients receive robust, compliant, and personalised financial planning. This is a paraplanning-focused role with meaningful client interaction, ideal for someone who enjoys both the analytical and human sides of financial advice.What You''ll Be DoingProducing high-quality suitability reports across pensions, investments, and holistic financial planningBuilding and maintaining detailed cashflow models (Voyant and CashCalc)Supporting planners with preparation for client meetings, including reviews and follow-up actionsManaging fee reconciliation, business processing, and maintaining accurate client recordsEnsuring all work meets FCA standards, with strong awareness of Consumer Duty requirementsUsing Xplan CRM (experience beneficial but not essential)Collaborating with the Paraplanning Team Leader and wider advice teamWhat You''ll BringLevel 4 Diploma qualified (CII or IFS) 2+ years'' experience in a paraplanning or technical support roleStrong cashflow planning capabilityExcellent written communication and report-writing skillsConfident with MS Office, ..... full job details .....