BRISTOL / MANCHESTER / SHEFFIELD
An established and forward-thinking financial planning firm is seeking a skilled and commercially minded Paraplanner to join its team. This role offers the opportunity to develop into a Financial Adviser, in a firm which is on a strong growth trajectory, or to continue to grow as a Paraplanner.
The Opportunity
- Provide high-quality technical support to advisers, producing detailed research and suitability reports that directly inform client recommendations.
- Benefit from a structured development environment with support toward advanced professional qualifications and continued technical progression.
- Work within a collaborative, well-established planning framework that values accuracy, compliance, and professional standards.
- Contribute to a national client base, gaining exposure to a broad range of cases and financial planning scenarios.
About You
The ideal candidate will bring:
- Ideally CII Level 4 Qualified, or the equivalent of
- 2+ years of Paraplanning experience
What’s on Offer
- Competitive salary
- Clear progression pathway into adviser role
- Hybrid working arrangements
- A supportive, collaborative culture with a commitment to professional development
- Exposure to a broad client base and complex, meaningful assignments
About Us – Bayford Hale
- Bayford Hale is a specialist recruitment partner to the UK financial services sector. We work closely with Independent Financial Advisory firms, wealth managers and investment practices across the UK, supporting them in securing high-calibre advisory and leadership talent.
- Our approach is consultative, discreet and relationship-driven. We understand that career moves at Chartered level are significant decisions, which is why we focus on long-term fit, cultural alignment and progression potential — not just job placement.
- If you are open to a confidential conversation about this opportunity, or would simply like market insight into your current position, we would be pleased to speak with you.