Job Description
Location
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...
Bristol
Salary £27000 - £30000 TypePermanent WorkplaceOn-Site Ref89876Trainee 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