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
Paraplanner - £45,000 DOE + Bonus – Bristol / Hybrid
-
Paraplanner
5 days ago
Bristol, United Kingdom Finlink Full timeParaplanner Outskirts of Bristol Hybrid working 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 Business The...
-
Paraplanner
1 week ago
Bristol, United Kingdom Finlink Full timeParaplannerOutskirts of BristolHybrid workingUp 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 BusinessThe...
-
Paraplanner
1 week ago
Bristol, United Kingdom Finlink Full timeParaplannerOutskirts of BristolHybrid workingUp 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 BusinessThe...
-
Paraplanner
3 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
3 days ago
Bristol, United Kingdom Heat Recruitment Full timeParaplanner - up to £45,000Responsibilities:Client risk assessments, research, analysis and product selection.Conducting Suitability letter and recommendation report-writingPlanning work and calculation workManaging project workParticipate in team meetings and contribute to process improvement initiativesRequirements:Diploma qualifiedPrevious experience in...
-
Paraplanner
1 week ago
Bristol, United Kingdom Finlink Full timeParaplanner Bristol area Hybrid working Up to £35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports.Level 4 Diploma or working towards is desirable.Progression potential to an Advisory role going forward.Hybrid working after probation.Salary up to £35k....
-
Paraplanner
1 week ago
Bristol, UK, South West England, United Kingdom Finlink Full timeParaplannerOutskirts of BristolHybrid workingUp 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 BusinessThe...
-
Paraplanner
1 week ago
Bristol, United Kingdom Finlink Full timeParaplannerBristol areaHybrid workingUp to £35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. Level 4 Diploma or working towards is desirable. Progression potential to an Advisory role going forward. Hybrid working after probation. Salary up to £35k....
-
Paraplanner
1 week ago
Bristol, United Kingdom Finlink Full timeParaplannerBristol areaHybrid workingUp to £35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. Level 4 Diploma or working towards is desirable. Progression potential to an Advisory role going forward. Hybrid working after probation. Salary up to £35k....
-
Paraplanner
1 week ago
Bristol,, South West England, United Kingdom Finlink Full timeParaplannerBristol areaHybrid workingUp to £35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. Level 4 Diploma or working towards is desirable. Progression potential to an Advisory role going forward. Hybrid working after probation. Salary up to £35k....
-
Paraplanner
1 week ago
City Of Bristol, United Kingdom Finlink Full timeParaplannerOutskirts of BristolHybrid workingUp 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 BusinessThe...
-
Paraplanner
1 week ago
City Of Bristol, United Kingdom Finlink Full timeParaplannerOutskirts of BristolHybrid workingUp 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 BusinessThe...
-
Paraplanner
3 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
3 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
3 days ago
Greater Bristol Area, United Kingdom Heat Recruitment Full timeParaplanner - up to £45,000Responsibilities:Client risk assessments, research, analysis and product selection.Conducting Suitability letter and recommendation report-writingPlanning work and calculation workManaging project workParticipate in team meetings and contribute to process improvement initiativesRequirements:Diploma qualifiedPrevious experience in...
-
Paraplanner
3 days ago
Greater Bristol Area, United Kingdom Heat Recruitment Full timeParaplanner - up to £45,000Responsibilities:Client risk assessments, research, analysis and product selection.Conducting Suitability letter and recommendation report-writingPlanning work and calculation workManaging project workParticipate in team meetings and contribute to process improvement initiativesRequirements:Diploma qualifiedPrevious experience in...
-
Paraplanner
3 days ago
Greater Bristol Area, United Kingdom Heat Recruitment Full timeParaplanner - up to £45,000 Responsibilities: Client risk assessments, research, analysis and product selection. Conducting Suitability letter and recommendation report-writing Planning work and calculation work Managing project work Participate in team meetings and contribute to process improvement initiatives Requirements: Diploma qualified Previous...
-
Paraplanner
7 days ago
Bristol, United Kingdom Service Care Solutions Full time €38,000 - €50,000Paraplanner Location: Bristol Contract: Permanent Rate: £38,000 - £50,000 Per Annum Start date: Flexible *Hybrid Working* Contact: miraj.hussen@servicecare.org.uk Job Description Service Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in Bristol, seeking a dedicated and detail-oriented Paraplanner to...
-
Paraplanner
3 days ago
Bristol, United Kingdom Service Care Solutions Full timeParaplannerLocation: Bristol Contract: Permanent Rate: £38,000 - £50,000 Per AnnumStart date: Flexible*Hybrid Working*Contact: miraj.hussen@servicecare.org.ukJob DescriptionService Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in Bristol, seeking a dedicated and detail-oriented Paraplanner to join their...
-
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 a Paraplanner 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...