Location

Bristol

Salary £27000 - £30000 TypePermanent WorkplaceOn-Site Ref89876

Trainee Paraplanner / Adviser Support

Bristol | Hybrid (23 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 23 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 querie...