https://jobs.co.uk/job/financial-planning-associate-paraplanner-bristol-up-to-45000-hybrid-working-financial-divisions--7778d322-870f-476e-858e-cb93eaba5de8 RSS feed for Financial Planning Associate (paraplanner) - Bristol - Up to £45,000 + Hybrid Working at Financial Divisions. en-gb Fri, 26 Jun 2026 11:31:32 GMT https://jobs.co.uk/job/financial-planning-associate-paraplanner-bristol-up-to-45000-hybrid-working-financial-divisions--7778d322-870f-476e-858e-cb93eaba5de8 https://jobs.co.uk/job/financial-planning-associate-paraplanner-bristol-up-to-45000-hybrid-working-financial-divisions--7778d322-870f-476e-858e-cb93eaba5de8 Wed, 24 Jun 2026 11:52:31 GMT Location: Bristol | Salary: 40000.00-40000.00 Annual | Type: Permanent | 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 ... Permanent