Paraplanning Consultant

Job TitleA Paraplanning Specialist is required to join our team at IDEX Consulting Ltd in Bristol, offering a competitive salary of £45,000 + bonus.This newly created role involves working closely with our advisers to gather client information and produce accurate suitability reports. The ideal candidate will hold a Level 4 Diploma qualification and have...

We are seeking an experienced Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd in the Bristol area. The ideal candidate will have a strong background in providing high-level technical paraplanning services, including the production of cash flow models and suitability reports.Key responsibilities include assisting the Financial...

About the JobThis Paraplanning Professional role at IDEX Consulting Ltd offers an exciting opportunity to join a leading wealth management firm in Bristol.The successful candidate will be responsible for preparing pre-approval documentation, working closely with advisers to gather client information and producing timely suitability reports.Key Skills and...

Job TitleWe are seeking a skilled Paraplanner to join IDEX Consulting Ltd in Bristol. This is a newly created role as part of our growth strategy, which has led to increased headcount, revenue and FUM within the business.This opportunity offers a clear pathway for career progression, potentially leading to an Advisory capacity or a senior role within the...

Paraplanning Role OverviewIDEX Consulting Ltd is partnering with a leading wealth management firm to recruit a Paraplanning Professional in Bristol.The role involves supporting the adviser team in providing financial solutions to clients, ensuring compliance with FCA guidelines and utilizing technology to produce accurate reports.Key...

About the RoleWe are seeking a highly experienced Financial Adviser to join our team in Aztec West, Bristol. As a valued member of our team, you will be responsible for providing expert financial planning advice to our clients, leveraging your knowledge and skills to help them achieve their financial objectives.You will work closely with our paraplanning and...

About the Role\We are seeking an experienced Senior Paraplanner to join our team at VPA London, where you will play a vital role in supporting our Wealth Management services.\Key Responsibilities\Your primary duties will include drafting suitability reports, ensuring information accuracy, and attending client meetings to provide recommendations. You will...

Seeking Senior Financial Professionals in BristolThis opportunity is designed for senior-level financial professionals looking for a change. As a self-employed financial planner, you will enjoy autonomy and flexibility while benefiting from our support and resources.The arrangement features:A 70% share of fees minus a fixed monthly fee for office and PI...

We are seeking a Pensions Manager Leader to join our team at IDEX Consulting. In this role, you will be responsible for managing the complex financial needs of ultra-high-net-worth clients.">About IDEX ConsultingIDEX Consulting is a leading consulting firm with a strong reputation for managing the financial needs of high-net-worth and ultra-high-net-worth...

Wealth Management Paraplanner NeededIDEX Consulting Ltd is recruiting a skilled Paraplanning Professional to join its team in Bristol.The role involves supporting the adviser team in providing financial solutions to clients, maintaining accurate records and adhering to regulatory requirements.Job DescriptionPrepare pre-approval documentation for report...

We are seeking an experienced financial advisor to join our team at IDEX Consulting. As a pension administration specialist, you will be responsible for supporting our ultra-high-net-worth clients and developing comprehensive financial plans tailored to their unique needs.About the Company CultureWe value diversity and inclusion, creating an environment...

IDEX Consulting seeks a skilled pension administration specialist to support our ultra-high-net-worth clients. As a key member of our team, you will be responsible for developing and implementing comprehensive financial plans tailored to each client's unique requirements.About the CompanyWe strive to create an inclusive company culture where everyone can...

About UsIDEX Consulting Ltd is a renowned firm with an outstanding market reputation, recognized for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Our team delivers exceptional services to meet the unique requirements of high net worth and ultra-high net worth individuals.Role OverviewWe are seeking a skilled...

We are working closely with a financial planning business looking to hire a part time Paraplanner on a remote/hybrid basis in Bristol. The office space is based just outside of Bristol Centre with parking close by. This is a remote/hybrid role which will see you in the office once a week/once every two weeks. We are looking to speak with part and diploma...

As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Senior Pensions Administrator due to increased business volumes but offering home / hybrid working. **Responsibilities**: - Working as a senior member of the team to administer a range of corporate pension schemes,...

As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Pensions Administrator due to increased business volumes offering home / hybrid working. **Responsibilities**: - Working as part of a team to administer a range of corporate pension schemes, primarily DB (defined...

As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Pensions Administrator due to increased business volumes offering home / hybrid working. **Responsibilities**: - Working as part of a team to administer a range of corporate pension schemes, primarily DB (defined...

As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Pensions Administrator due to increased business volumes offering home / hybrid working. **Responsibilities**: - Working as part of a team to administer a range of corporate pension schemes, primarily DB (defined...

An exciting opportunity for a Trainee Paraplanner has become available to join a large wealth management firm in Bristol. If you are currently working as an IFA Administrator or a Trainee Paraplanner and looking to join a business that will support you withdevelopment and growth then this could be exactly what you are looking for! Your main responsibilities...

As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Senior Pensions Administrator due to increased business volumes but offering home / hybrid working. **Responsibilities**: - Working as a senior member of the team to administer a range of corporate pension schemes,...

An exciting opportunity for a Trainee Paraplanner has become available on a 12 month FTC to join a large wealth management firm in Bristol. If you are currently working as an IFA Administrator or a Trainee Paraplanner and looking to join a business thatwill support you with development and growth then this could be exactly what you are looking for! Your main...

Independent Financial Adviser Location; - Bristol Salary £55K - £ 65K basic (plus quarterly bonus') My client has become a driving force within the independent financial advisory and employee benefits sector. With Financial Planners and Corporate Consultants spanning the UK, they give their clients the power to take control of their financial future...

We are working on an excellent opportunity for a Financial Planner to join a growing financial planning firm as a home based desk based financial adviser. Delivering excellent financial planning, advice and service to clients. This role is home based butyou should be within a commutable distance to Bristol as there will be requirements for you to go into the...

Financial Planning Team Manager - Bristol - Artemis Recruitment Consultants Financial Services Bristol 23/06/2023 Type of Position: Financial Planning Team Manager - BristolPay: £70k - £80k Financial Planning Team Manager - Bristol We are looking for a Private Client Manager to look after clients based in the South-West area of England.Your main...

Financial Planning Team Manager - Bristol - Artemis Recruitment ConsultantsFinancial ServicesBristol23/06/2023Type of Position: Financial Planning Team Manager - BristolPay: £70k - £80kFinancial Planning Team Manager - BristolWe are looking for a Private Client Manager to look after clients based in the South-West area of England. Your main responsibility...