Paraplanner - Bristol 12 Month FTC
CompanyAscot Lloyd
Location
Portishead, England, United Kingdom
Employment TypeFull-time
Posted At5/27/2026
UK Visa Sponsorship Analytics
Analytics are greyed out due to low classification confidence (52.0%).
Occupation TypeFinance and investment analysts and advisers
Occupation Code Skill LevelHigher Skilled
Sponsorship Salary Threshold
£45,800
(£23.49 per hour)
Occupation rate applies
Above analytics are generated algorithmically based on job titles and may not always be the same as the company's job classification. You can also check detailed occupation eligibility, and salary criteria on our UK Visa Eligible Occupations & Salary Thresholds page.
Disclaimer: Hunt UK Visa Sponsors aggregates job listings from publicly available sources, such as search engines, to assist with your job hunting. We do not claim affiliation with Ascot Lloyd. For the most up-to-date job details, please visit the official website by clicking "Apply Now."
Description
Location: Bristol hybrid [3 days per week]
Reports to: Client Services & Operations Manager
SMCR Function: Certified Role
Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible.
What's on offer at Ascot Lloyd?
The Paraplanning function provides critical support to the Advice team by ensuring high-quality research, analysis, and suitability reporting. You will contribute to delivering consistent, compliant, and proactive client service while supporting Treating Customers Fairly (TCF) and Consumer Duty obligations.
Your impact on stakeholders:
Reports to: Client Services & Operations Manager
SMCR Function: Certified Role
Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible.
What's on offer at Ascot Lloyd?
- Skills accelerator: Ascot Lloyd counts as one of the UK's fastest-growing national firms. A chance to work autonomously and strive for excellence in a high growth environment.
- Support to Succeed: Investment long term in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave.
- Benefits: A corporate pension, private medical, life assurance, critical illness cover, electric car salary sacrifice, paid time off for celebrations and volunteering, discounted Ascot Lloyd financial advice for employees, enhanced parental leave — plus fun perks to help you thrive.
- Recognition: A package including performance bonuses and long-term incentives, length-of-service awards, and values recognition.
The Paraplanning function provides critical support to the Advice team by ensuring high-quality research, analysis, and suitability reporting. You will contribute to delivering consistent, compliant, and proactive client service while supporting Treating Customers Fairly (TCF) and Consumer Duty obligations.
Your impact on stakeholders:
- Deliver timely, high-quality paraplanning support including research, analysis, and suitability reports.
- Support Financial Advisers by preparing pre-meeting documents, analysing products, charges, tax implications, and risk profiles.
- Build strong partnerships with Advisers, refining recommendations collaboratively.
- Drive excellence by identifying opportunities to improve processes and client outcomes.
- Maintain accurate records within Intelligent Office and adhere to agreed timescales.
- Financial Planning Diploma qualified (or equivalent).
- Strong experience in end-to-end paraplanning.
- Excellent communication, written and verbal.
- High attention to detail and strong organisational skills.
- Ability to personalise suitability reports beyond templated wording.
- Integrity, professionalism, and adherence to Consumer Duty.
- Research tools experience such as Selectapension, FE Analytics, Iress/Exchange, Voyant/FinCalc, and Dynamic Planner.
- Understanding of centralised investment propositions including model portfolios and DFMs.
- Strong MS Office skills.
- Clear communication.
- Strong attention to detail.
- Ability to prioritise workload.
- Client confidentiality.
- Strong adherence to policies and compliance requirements.
- Demonstrable experience in paraplanning.
- Strong understanding of the advisory process.
- Experience working with Intelligent Office preferred.
- Level 4 Diploma in Financial Planning [ideal but not essential]
- Commitment to ongoing CPD.