Paraplanner

1 month ago


Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full time

Paraplanner – £60,000 DOE + Bonus – Bristol / Hybrid


I am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.


The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven track record in delivering bespoke, high-level wealth management services sets them apart as industry leaders.


Requirements:

The ideal candidate will need to hold Chartered status and demonstrate proven expertise in both report writing and client management. Experience working with high-net-worth and ultra-high-net-worth clients on complex technical cases is essential.


Benefits:

This role offers an exceptional benefits package, a highly competitive salary of up to £60,000, and the flexibility of hybrid working arrangements.


This position also provides a clear path for career progression, whether towards an advisory role or a senior position within the paraplanning and support team.


If you’re interested in this opportunity and would like further information, please send your CV to Samantha.durbridge@idexconsulting.com.


Paraplanner – £60,000 DOE + Bonus – Bristol / Hybrid


  • Paraplanner

    2 months ago


    Greater London, United Kingdom Howe Financial Advisers Full time

    Senior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...

  • Paraplanner

    1 month ago


    Bristol, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...

  • Paraplanner

    3 weeks ago


    Bristol, United Kingdom IDEX Consulting Ltd Full time €60,000

    Paraplanner – £60,000 DOE + Bonus – Bristol / Hybrid I am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol. The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...

  • Paraplanner

    4 weeks ago


    Greater London, United Kingdom Howe Financial Advisers Full time

    Job Description Senior paraplanning role in a growing and successful advice practice. CII Diploma qualified only Minimum 2 years experience in this role Fully diploma qualified, may be chartered Need experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust...

  • Paraplanner

    3 weeks ago


    Bristol, United Kingdom IDEX Consulting Ltd Full time

    Job Description Paraplanner – £60,000 DOE + Bonus – Bristol / Hybrid I am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol. The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth...

  • Paraplanner

    10 hours ago


    Bristol, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...

  • Paraplanner

    2 weeks ago


    Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful offices and offer whole of...

  • Paraplanner

    2 weeks ago


    Greater London, United Kingdom Financial Divisions Full time

    Job Description Senior Paraplanner Vacancy – Up to £65,000 Chartered IFA firm - West End Offices (Central London) 3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful...


  • London Area, United Kingdom Financial Divisions Full time

    Associate Paraplanner - London (Hybrid) - £35 - 40k + study support + bonusOur client is a prestigious IFA based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to organic growth and are looking to take on a talented individual that they can further...


  • London Area, United Kingdom Financial Divisions Full time

    Associate Paraplanner - London (Hybrid) - £35 - 40k + study support + bonusOur client is a prestigious IFA based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to organic growth and are looking to take on a talented individual that they can further...

  • Paraplanner

    3 months ago


    Greater London, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates have partnered with a highly established and award-winning Financial Planning company based in London to recruit an experienced Paraplanner to join them. RequirementsDue to an internal promotion our client is seeking a Paraplanner to join one of their hubs to support a team of Financial Planners providing holistic advice to HNW...

  • Paraplanner

    16 hours ago


    City Of Bristol, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...

  • Paraplanner

    24 hours ago


    City Of Bristol, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...


  • Bristol, United Kingdom mbf Full time

    Mbf are working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a national business that have an exceptional reputation. The client works at the top end of the industry dealing exclusively with HNW & UHNW clients.Due to continued organic growth, they now have the requirement...


  • Bristol, United Kingdom mbf Full time

    Mbf are working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a national business that have an exceptional reputation. The client works at the top end of the industry dealing exclusively with HNW & UHNW clients.Due to continued organic growth, they now have the requirement...


  • Bristol, United Kingdom IDEX Consulting Ltd Full time €60,000

    Paraplanner – £60,000 DOE + Bonus – Bristol / Hybrid The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. The ideal candidate will need to hold Chartered status and demonstrate proven expertise in both report writing and client management. Experience...

  • Senior Paraplanner

    6 months ago


    Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    6 months ago


    Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    6 months ago


    Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    1 week ago


    Greater London, United Kingdom Tate Recruitment Full time

    Job Description Job Title: Senior Paraplanner Location: City of London Salary: £60k to £70k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and...