Senior Paraplanner
2 days ago
Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.
Requirements:
- 2+ years experience as an Senior Paraplanner
- Excellent attention to detail and technical knowledge
- A good understanding of FCA COB rules
- Ability to work under pressure and as part of a team
- Level 4 Diploma and ideally have level 6 or working towards
Key Responsibilities:
- To draft suitability reports in alignment with the compliance requirements
- Ensure all information received from the financial planner is complete and accurate for advice
- Attend and assist client meetings and preparing suitable recommendations with accuracy and care
- Provide training and general support to the Paraplanners
- Excellent writing and verbal skills
- Good decision-making skills
- Enjoy mentoring and coaching
Package:
- Salary 45k
- Hybrid working (3 days in office)
- Private Medical and Dental Insurance
- Employee Pension Scheme
- 24 days Annual Leave
-
Senior Paraplanner
19 hours ago
Bristol, United Kingdom Vpa London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements: 2+ years experience as an Senior Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma and ideally have level 6 or...
-
Senior Paraplanner
2 days ago
Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...
-
Senior Paraplanner
2 days ago
Bristol, UK, South West England, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...
-
Paraplanner
1 month ago
Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner – £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
4 weeks ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €60,000Paraplanner – £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
Bristol, United Kingdom IDEX Consulting Ltd Full timeJob 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
5 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £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
1 month ago
Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full timeParaplanner – £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
2 months ago
Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full timeParaplanner – £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 (Pensions Management)
4 weeks ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €60,000Paraplanner – £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...
-
Paraplanner
3 days ago
City of Bristol, United Kingdom IDEX Consulting Ltd Full timeJob Description 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...
-
Paraplanner
5 days ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £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
5 days ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £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 - Technical Support Role
6 days ago
Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the OpportunityArtemis Recruitment Consultants Ltd is looking for a talented Paraplanner to join our team. As a key member of our team, you will play a vital role in supporting our senior financial planners in providing expert advice to clients.Job DescriptionWe are seeking an individual with strong technical skills and attention to detail to provide...
-
Experienced Paraplanner
1 week ago
Bristol, United Kingdom mbf Full timeWe are seeking a highly skilled and experienced Paraplanner to join our team in the South West UK, working closely with senior financial planners and their HNW clients. Our client is a well-established and respected wealth management organisation with a strong presence across the UK.This role offers an excellent opportunity for career development within the...
-
Senior Financial Advisor Assistant
7 days ago
Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewAs a Paraplanner at Artemis Recruitment Consultants Ltd, you will have the opportunity to work closely with our senior financial planners to provide expert advice to clients. This role requires strong technical skills, attention to detail, and excellent communication skills.ResponsibilitiesAssist senior financial planners in providing technical...
-
Graduate Trainee Financial Advisor
4 weeks ago
Bristol, United Kingdom Cavendish Maine Full time €40,000My client are a renowned Financial Planning firm operating across the UK and are on the lookout for a trainee Financial Advisor to join their office on the outskirts of Bristol. This is a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with an established client book, with a company that can offer ongoing...
-
Financial Planning Specialist
6 days ago
Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob TitleFinancial ParaplannerAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Artemis Recruitment Consultants Ltd. This is an excellent opportunity for an individual with strong technical skills and attention to detail to provide high-level support in formulating advice, producing cash flow models and suitability reports.Key...
-
Ifa Administrator
6 months ago
Bristol, United Kingdom Finlink Ltd Full timeThis role is suited to those with 3+ Years of experience in IFA Administration within an advisory firm. The role is based in the close-knit office, where they value and reward hard work, team players and flexibility. Within the role, there is a direct route to senior administrator, and potential progression to Trainee Paraplanner in the future. The salary...
-
Senior Investment Advisor
4 days ago
Bristol, United Kingdom Premier Jobs UK Limited Full timeAbout the OpportunityThis is a unique chance to join a highly respected IFA firm that continually improves its client proposition and features in the industry press for its success.Key HighlightsJoin a firm with a strong reputation for excellence in the industry.Work with a diverse range of clients and build your professional network.Have access to...