Paraplanner
3 days ago
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
9 hours ago
Bristol, United Kingdom Finlink Ltd Full timeParaplanner, outskirts of Bristol Hybrid, 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 Company The company...
-
Paraplanner
2 weeks 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
9 hours ago
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 to...
-
Senior Paraplanner
1 week 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...
-
Paraplanner
2 weeks ago
Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are seeking two Paraplanners to join their team.Requirements:1-3 years experience as an 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 in Financial PlanningKey Responsibilities:To draft...
-
Senior Paraplanner
2 weeks 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 weeks 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
9 hours ago
Bristol, United Kingdom Vpa London Full timeJob Description Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.
-
Paraplanner
2 weeks 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
3 days ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £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
2 weeks 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
2 weeks 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 (Pensions Management)
3 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000Paraplanner - £45,000 + Bonus – Bristol/ Hybrid 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. Preparing pre-approval documentation prior to report writing. 30 days annual leave plus bank holidays. ~ Discretionary...
-
Paraplanner (Pensions Management)
3 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000Paraplanner - £45,000 + Bonus – Bristol/ Hybrid 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. Preparing pre-approval documentation prior to report writing. 30 days annual leave plus bank holidays. ~ Discretionary...
-
Senior Paraplanner
2 weeks 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
4 days ago
Bristol, United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans.Namely the recruitment of 2 Paraplanners 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...
-
Paraplanner
3 days ago
Bristol, United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners 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...
-
Paraplanner
6 days ago
Bristol, United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners 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...
-
Paraplanner
3 days ago
Bristol, United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners 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...
-
Paraplanner
3 days ago
Bristol, United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners 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...