Paraplanner

2 days ago

Bristol, United Kingdom IDEX Consulting Full time

I'm currently working with a highly regarded and long-established independent wealth management firm in Bristol, who are looking to appoint both a Senior Paraplanner and a Mid-Level Paraplanner to join their growing team.This business is known for its outstanding reputation and genuine commitment to staff development. Whether you're looking to move into an Advisory role or progress further within paraplanning and technical support, they offer a clear, supported pathway tailored to your career aspirations.Key Responsibilities:Prepare comprehensive documentation ahead of report writing stagesUse modern financial planning tools to develop accurate, client-focused solutionsProduce high-quality, compliant suitability reportsEnsure all advice is delivered in line with FCA regulationsCollaborate closely with Advisers to gather detailed client informationWhat's on Offer:Salary up to £55,000 plus discretionary bonusUp to 30 days holiday, plus bank holidays and your birthday offHybrid/flexible working arrangementsPrivate medical insurance and a healthcare cash planSupportive, collaborative team environment with genuine progression opportunitiesRequirements:Level 4 Diploma in Financial Planning (or equivalent)Local to Bristol or within commutable distanceStrong technical knowledge and experience in a paraplanning roleIf you're ready to take the next step in your career with a firm that truly values its people, get in touch today. Send your CV to Samantha.durbridge@idexconsulting.com to find out more.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion MissionAt IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. #J-18808-Ljbffr

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