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We’re always interested in hearing from talented people who would like to join our growing business. Check out our current vacancies below or email Alison O’Neill, Group Finance and HR Director on


We are currently looking to recruit a Paraplanner.

We are looking for a highly motivated, qualified CII/PFS diploma level 4 professional Paraplanner who has experience:

  • Working in a Financial Planning Firm
  • Providing technical support and research for wide range of investments
  • A thorough theoretical and practical understanding of investments, pensions and protection.
  • Trust, IHT and Taxation planning and taxation preferred but not essential

Exam support is provided up to Chartered status

We are also looking to recruit a Trainee Paraplanner.

We are ideally looking for someone who has achieved (or nearly completed) the DipPFS Diploma; we are happy to look at candidates that do not yet have experience working in an advisory office and who come from a provider or investment background.

The trainee programme will provide exam support for completing DipPFS (and through to Chartered), along with training and mentorship provided internally.

Your role and responsibilities will be tailored around your knowledge and experience.

For both roles, salary levels will depend on qualification and experience.

General benefits (subject to waiting period): Workplace Pension (up to 5% & 5%), Group Life Cover, Private Medical Insurance, Group income protection, Health Cash Plan, exam support, free parking, competitive salary based on experience.

Please see below a few words from our Senior Paraplanner:

I enjoy working in a countryside setting with the availability of scenic walks available over a lunchtime, we have a farm shop and café within walking distance and a Parsons Bakery a stone’s throw away in Long Ashton.

I like to cycle to work to blow away the cobwebs in the morning, access via a cycle path is available for the commute, if you do come by car, it’s a fairly quiet as the majority of traffic is headed into Bristol.  

As a small team of paraplanners we share all of our work and are not allocated to an individual adviser – this is agreed amongst the team during our regular meetings.

I feel that this collaborative approach helps each Paraplanner work to their strengths, but also allows for gradual exposure to products and services where they would like to gain greater knowledge and develop.

As a Paraplanner, you can expect to work with both the Company Directors and their HNW client bank, as well as our Advisers providing them with the support, they need to deliver solutions for clients with complex needs.

As a company we work in an environment of continuous improvement,  and you will be expected to put forward ideas for improvement in areas such as compliance, workflow, report writing and proposition. You will be given the opportunity to implement identified improvement projects and see them through to completion.

 If you are seeking a role where you will be listened to, and given the time, tools and support to push yourself forward in your career this could be the place for you.  

 If you are interested, please do contact


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