Paraplanner

3 days ago


Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000

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 time

    Paraplanner, 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 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

    9 hours ago


    Bristol, United Kingdom Idex Consulting Ltd Full time

    Job 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 time

    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...

  • Paraplanner

    2 weeks ago


    Bristol, United Kingdom VPA London Full time

    Our 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 time

    Our 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 time

    Our 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 time

    Job 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 time

    Job 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 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

    2 weeks 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

    2 weeks 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 IDEX Consulting Ltd Full time €45,000

    Paraplanner - £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...


  • Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000

    Paraplanner - £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 time

    Our 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 time

    We 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 time

    We 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 time

    We 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 time

    We 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 time

    We 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...