Trainee Paraplanner at Recruitment Rebellion

Job Description:

Latest job information from Recruitment Rebellion for the position of Trainee Paraplanner. If the Trainee Paraplanner vacancy in Bristol matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Recruitment Rebellion for the position of Trainee Paraplanner below matches your qualifications.

Trainee Paraplanner

Bristol | Full-time | £28,000 – £32,000

Financial Planner Assistant role with clear paraplanner pathway

Are you an experienced IFA Administrator ready to step up?

We're looking for someone ambitious who wants structured development, real mentoring, and a clear pathway into paraplanning.

You'll join initially in a Planner Support role, building strong technical foundations before progressing into an Assistant Paraplanner position as you progress with your CII Diploma exams and gain more experience.

The role

Working closely with a Financial Planner, you'll help prepare, implement, and review high-quality financial plans.

You'll support with:

• Preparing client meeting documents and fact finds
• Gathering provider and platform information
• Assisting with cash-flow modelling
• Drafting suitability reports (as you develop)
• Managing workflows and implementation
• Acting as a professional point of contact for clients

You'll gain exposure to pensions, investments, protection, and suitability reporting — developing both technical expertise and confidence.

Your development

Over your first 12 months you'll:

• Strengthen your financial planning knowledge
• Receive mentoring from experienced paraplanners
• Be supported towards CII Diploma exams
• Progress into Assistant Paraplanner when ready

About you

You may be:

• An experienced IFA Administrator
• A Senior Administrator seeking progression
• Part-qualified (or ready to begin) CII Diploma

You'll ideally have 3+ years financial services experience, strong attention to detail, excellent written skills, and good knowledge of pensions, investments and FCA standards.

Ambitious but not ticking every box? We'd still like to hear from you.

Why join?

• Clear progression into paraplanning
• Study support and mentoring
• Supportive, collaborative office culture
• Flexible working
• Excellent Bristol location

Benefits include: bonus scheme, pension, private medical, life insurance, gym membership, wellbeing programme and more.

Apply now

Aspire Financial Planning is partnering with Recruitment Rebellion Limited on this hire.

Applications are reviewed on a rolling basis and may close early.

You must have the right to work in the UK.

Job Info:

• Company: Recruitment Rebellion
• Position: Trainee Paraplanner
• Work Location: Bristol
• Country: GB

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Trainee Paraplanner at the office Bristol above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.