Paraplanner

3 days ago


Bristol, United Kingdom IDEX Consulting Ltd Full time

Paraplanner - £45,000 + Bonus – Bristol/ Hybrid


I'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 pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market.


Responsibilities:

  • Preparing pre-approval documentation prior to report writing.
  • Utilising all technology to produce accurate solutions for clients.
  • Providing accurate, timely and compliant suitability reports.
  • Ensuring all advice documentation is compliant according to FCA guidelines.
  • Working with the adviser to gather sufficient client information.


Perks:

  • 30 days annual leave plus bank holidays.
  • Discretionary bonus.
  • Flexible and hybrid working - 3 days/week in Bristol.
  • Private medical insurance.
  • Healthcare cash plan.
  • Study support to develop and progress.


The successful candidate will need to be based local to Bristol and be Level 4 Diploma qualified. If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com


Paraplanner - £45,000 DOE + Bonus – Bristol / Hybrid


  • Paraplanner

    5 days ago


    Bristol, United Kingdom Finlink Full time

    Paraplanner Outskirts of Bristol Hybrid working Up to £45,000 This paraplanner role is best suited to paraplanners with at least a year's worth of experience in addition to holding at least the level 4 diploma in financial advice.The business will provide you with great benefits and for those who are chartered a salary of up to £45,000. The Business The...

  • Paraplanner

    3 days ago


    Bristol, United Kingdom Idex Consulting Ltd Full time

    Paraplanner - £45,000 + Bonus – Bristol/ Hybrid I'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...

  • Paraplanner

    1 week ago


    Bristol, United Kingdom Finlink Full time

    ParaplannerOutskirts of BristolHybrid workingUp to £45,000 This paraplanner role is best suited to paraplanners with at least a year’s worth of experience in addition to holding at least the level 4 diploma in financial advice. The business will provide you with great benefits and for those who are chartered a salary of up to £45,000. The BusinessThe...

  • Paraplanner

    1 week ago


    Bristol, United Kingdom Finlink Full time

    ParaplannerOutskirts of BristolHybrid workingUp to £45,000 This paraplanner role is best suited to paraplanners with at least a year’s worth of experience in addition to holding at least the level 4 diploma in financial advice. The business will provide you with great benefits and for those who are chartered a salary of up to £45,000. The BusinessThe...

  • Paraplanner

    3 days ago


    Bristol, United Kingdom Heat Recruitment Full time

    Paraplanner - up to £45,000Responsibilities:Client risk assessments, research, analysis and product selection.Conducting Suitability letter and recommendation report-writingPlanning work and calculation workManaging project workParticipate in team meetings and contribute to process improvement initiativesRequirements:Diploma qualifiedPrevious experience in...

  • Paraplanner

    1 week ago


    Bristol, United Kingdom Finlink Full time

    Paraplanner Bristol area Hybrid working Up to £35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports.Level 4 Diploma or working towards is desirable.Progression potential to an Advisory role going forward.Hybrid working after probation.Salary up to £35k....

  • Paraplanner

    1 week ago


    Bristol, UK, South West England, United Kingdom Finlink Full time

    ParaplannerOutskirts of BristolHybrid workingUp to £45,000 This paraplanner role is best suited to paraplanners with at least a year’s worth of experience in addition to holding at least the level 4 diploma in financial advice. The business will provide you with great benefits and for those who are chartered a salary of up to £45,000. The BusinessThe...

  • Paraplanner

    1 week ago


    Bristol,, South West England, United Kingdom Finlink Full time

    ParaplannerBristol areaHybrid workingUp to £35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. Level 4 Diploma or working towards is desirable. Progression potential to an Advisory role going forward. Hybrid working after probation. Salary up to £35k....

  • Paraplanner

    1 week ago


    Bristol, United Kingdom Finlink Full time

    ParaplannerBristol areaHybrid workingUp to £35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. Level 4 Diploma or working towards is desirable. Progression potential to an Advisory role going forward. Hybrid working after probation. Salary up to £35k....

  • Paraplanner

    1 week ago


    Bristol, United Kingdom Finlink Full time

    ParaplannerBristol areaHybrid workingUp to £35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. Level 4 Diploma or working towards is desirable. Progression potential to an Advisory role going forward. Hybrid working after probation. Salary up to £35k....

  • Paraplanner

    1 week ago


    City Of Bristol, United Kingdom Finlink Full time

    ParaplannerOutskirts of BristolHybrid workingUp to £45,000 This paraplanner role is best suited to paraplanners with at least a year’s worth of experience in addition to holding at least the level 4 diploma in financial advice. The business will provide you with great benefits and for those who are chartered a salary of up to £45,000. The BusinessThe...

  • Paraplanner

    1 week ago


    City Of Bristol, United Kingdom Finlink Full time

    ParaplannerOutskirts of BristolHybrid workingUp to £45,000 This paraplanner role is best suited to paraplanners with at least a year’s worth of experience in addition to holding at least the level 4 diploma in financial advice. The business will provide you with great benefits and for those who are chartered a salary of up to £45,000. The BusinessThe...

  • Paraplanner

    3 days 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

    3 days 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

    3 days ago


    Greater Bristol Area, United Kingdom Heat Recruitment Full time

    Paraplanner - up to £45,000Responsibilities:Client risk assessments, research, analysis and product selection.Conducting Suitability letter and recommendation report-writingPlanning work and calculation workManaging project workParticipate in team meetings and contribute to process improvement initiativesRequirements:Diploma qualifiedPrevious experience in...

  • Paraplanner

    3 days ago


    Greater Bristol Area, United Kingdom Heat Recruitment Full time

    Paraplanner - up to £45,000Responsibilities:Client risk assessments, research, analysis and product selection.Conducting Suitability letter and recommendation report-writingPlanning work and calculation workManaging project workParticipate in team meetings and contribute to process improvement initiativesRequirements:Diploma qualifiedPrevious experience in...

  • Paraplanner

    3 days ago


    Greater Bristol Area, United Kingdom Heat Recruitment Full time

    Paraplanner - up to £45,000 Responsibilities: Client risk assessments, research, analysis and product selection. Conducting Suitability letter and recommendation report-writing Planning work and calculation work Managing project work Participate in team meetings and contribute to process improvement initiatives Requirements: Diploma qualified Previous...

  • Paraplanner

    7 days ago


    Bristol, United Kingdom Service Care Solutions Full time €38,000 - €50,000

    Paraplanner Location: Bristol Contract: Permanent Rate: £38,000 - £50,000 Per Annum Start date: Flexible *Hybrid Working* Contact: miraj.hussen@servicecare.org.uk Job Description Service Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in Bristol, seeking a dedicated and detail-oriented Paraplanner to...

  • Paraplanner

    3 days ago


    Bristol, United Kingdom Service Care Solutions Full time

    ParaplannerLocation: Bristol Contract: Permanent Rate: £38,000 - £50,000 Per AnnumStart date: Flexible*Hybrid Working*Contact: miraj.hussen@servicecare.org.ukJob DescriptionService Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in Bristol, seeking a dedicated and detail-oriented Paraplanner to join their...

  • Paraplanner

    3 days ago


    Bristol, United Kingdom Switch Recruitment Services Ltd Full time

    We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Paraplanner to join their busy and successful team.Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability...