Wealth Management Administrative Coordinator

5 days ago


Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full time
Role Overview:
We are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd in Bristol. This is a unique opportunity to work with a leading wealth management firm and contribute to its growth strategy.

As a Paraplanner, you will be responsible for supporting our advisers in preparing pre-approval documentation, utilizing technology to produce accurate solutions for clients, and ensuring all advice documentation is compliant according to FCA guidelines.

Key Responsibilities:
• Prepare pre-approval documentation prior to report writing
• Utilize technology to produce accurate solutions for clients
• Provide timely and compliant suitability reports
• Ensure all advice documentation is compliant with FCA guidelines
• Work with the adviser to gather sufficient client information

Perks:
• Competitive salary: £45,000 + Bonus (depending on experience)
• 30 days annual leave plus bank holidays
• Flexible and hybrid working – 3 days/week in Bristol
• Private medical insurance
• Healthcare cash plan
• Study support to develop and progress

Ideal Candidate:
• Level 4 Diploma qualified
• Based local to Bristol

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