Senior paraplanner Work, Jobs in Bristol, Bst (with Salaries)

Lead Technical Paraplanner
Ifamax Wealth Management —Bristol
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- AI
- Flexitime
- Work from home
Quick apply
7d
Wealth Paraplanner
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Mentoring
- Communication skills
Talent Acquisition Business Partner (Wealth Management)
Titan Wealth Holdings —Bristol
- £5 - £10 a year
- Full-time
- Hybrid work
- Continuous improvement
- In-person
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
3d

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Wealth Paraplanner
Royal Bank of Canada —Bristol
Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts,…
Lead Technical Paraplanner
Ifamax Wealth Management —Bristol
DipPFS qualified, with chartered status either achieved or of interest. Flexible role with genuine autonomy and clear progression opportunities.
£50,000 - £60,000 a year
Quick apply
7d

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Lead Technical Paraplanner

Ifamax Wealth Management
Bristol

Quick apply

Job details

Permanent | Full-time | Part-time upon request
£50,000 - £60,000 a year
7 days ago

Benefits

Cycle to work scheme
Flexitime
Company pension
Work from home
Life insurance

Qualifications

Pension
Suitability report preparation
Process improvement
AI

Full job description

Lead Technical Paraplanner
Home-Based, Hybrid or Office Working Available | Bristol
£50,000 - £60,000 Basic Salary, Annual Bonus & Comprehensive Benefits

This is more than a paraplanning role. It's an opportunity to become the technical heart of a growing independent financial planning business. You'll have the time, trust and autonomy to do your best work, influence how things are done, and play a key role in delivering exceptional outcomes for clients.

Package & Benefits

£50,000 - £60,000 basic salary (depending on experience) with annual pay reviews
Discretionary bonus paid biannually in June and December
5% matched pension contribution
Death in Service cover (4x basic salary)
Income Protection cover (75% of salary after a 26-week deferred period)
31 days holiday, including bank holidays and your birthday off, increasing to 36 days after 5 years' service
Flexitime, part-time work or flexible unpaid leave opportunities.
Fully funded Chartered study support and further professional qualifications, if desired
No timesheets. No targets. No micromanagement.
Flexible role with genuine autonomy and clear progression opportunities

About the role

We're looking for an experienced paraplanner to become the technical lead within our growing independent financial planning business. Working with high-net-worth clients whose average invested assets are c. £1 million, you'll take ownership of suitability reports, technical research and advice quality, helping to shape the future of our paraplanning function. This is a genuine opportunity to focus on quality rather than volume, with the time, trust and autonomy to think carefully, challenge constructively and ensure clients receive well-considered advice. Working closely with our advisers and directors, you'll help refine processes, introduce new technologies and AI-driven efficiencies, and play an important role in how the business evolves. Your ideas won't disappear into layers of management. If you see a better way of doing something, you'll be listened to. This role isn't about being the loudest person in the room. It's about being valued for your technical expertise, attention to detail and thoughtful approach, while building a long-term career where your contribution genuinely matters.

About You

DipPFS qualified, with chartered status either achieved or of interest
Strong technical knowledge across pensions, investments and taxation
Able to produce suitability reports independently
Passionate about technical quality and continuous improvement
Looking for a long-term career in paraplanning

Why Ifamax?

This isn't a corporate paraplanning role. You'll work alongside four senior financial advisers with a combined 47 years of experience at Ifamax, learning from an experienced, stable and highly respected team. Your ideas won't disappear into layers of management. You'll have direct access to decision-makers, real influence over the direction of the paraplanning function, and the opportunity to help shape the future of the business. Most importantly, you'll be trusted for your judgement, respected for your expertise, and given the space to do your best work. If you're looking for a long-term home where quality matters and your contribution genuinely makes a difference, we'd love to hear from you.

Apply with your CV for a confidential discussion. No recruitment Agencies, Thank you.

Pay: £50,000.00-£60,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Flexitime
Life insurance
Work from home

Work Location: Hybrid remote in Bristol (Bristol)

Quick apply

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